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Current Employers
Bryn Mawr Trust Advisors, Llc

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-30
  • NJ RA
    APPROVED
    Since 2026-03-30

Branch Locations

47 Hulfish Street Suite 320, Princeton, NJ 08542 • United States

1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bryn Mawr Trust Princeton NJ 06/2024 Present
Extensishr Woodbridge NJ 05/2023 08/2023
Pgim Newark NJ 06/2025 08/2025
Keller Williams Belle Mead NJ 08/2023 Present
Target Clark NJ 09/2021 06/2025
Rutgers University Student Center And Activities New Brunswick NJ 09/2022 12/2025
Kpmg New York NY 01/2025 03/2025
Rutgers University Clark NJ 09/2022 12/2025
Academy For Information Technology Scotch Plains NJ 09/2018 07/2022
Carl H. Kumpf Middle School Clark NJ 09/2015 06/2018
  • 06/2024 → Present
    Bryn Mawr Trust
    Princeton, NJ
  • 05/2023 → 08/2023
    Extensishr
    Woodbridge, NJ
  • 06/2025 → 08/2025
    Pgim
    Newark, NJ
  • 08/2023 → Present
    Keller Williams
    Belle Mead, NJ
  • 09/2021 → 06/2025
    Target
    Clark, NJ
  • 09/2022 → 12/2025
    Rutgers University Student Center And Activities
    New Brunswick, NJ
  • 01/2025 → 03/2025
    Kpmg
    New York, NY
  • 09/2022 → 12/2025
    Rutgers University
    Clark, NJ
  • 09/2018 → 07/2022
    Academy For Information Technology
    Scotch Plains, NJ
  • 09/2015 → 06/2018
    Carl H. Kumpf Middle School
    Clark, NJ
Other Businesses

Keller Williams | Not investment related | 2230 U.S-206 Belle Mead, NJ, 08502 |buying and selling real estate | Real Estate Agent | 8/2023 | 0 hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-02
S63 Uniform Securities Agent State Law Examination 2025-09-12
  • S65 Uniform Investment Adviser Law Examination
    2026-03-02
  • S63 Uniform Securities Agent State Law Examination
    2025-09-12

View on SEC IAPD

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