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3025 Jfk Blvd, Suite 710, Philadelphia, PA 19104-5976 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2005-04-07 |
Branch Locations
Circa Centre 2929 Arch Street, Suite 650, Philadelphia, PA 19104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| My Cio | Philadelphia | PA | 02/2005 | Present |
REGISTRANT CURRENTLY SERVCES AS THE DIRECTOR OF A PUBLIC COMPANY, SERVING ON COMPENSATION, EXECUTIVE AND WEALTH COMMITTEES OF BRYN MAWR, A PUBLICALLY TRADED BANK AND TRUST COMPANY WITH A WEALTH DIVISION; SYMBOL (BTMC); LOCATED AT 801 LANCASTER AVE, BRYN MAWR, PA. 19010; REGISTRANT SPENDS 10 HOURS PER MONTH ON THIS ENTERPRISE, 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS. REGISTRANT HAS BEEN ASSOCIATED WITH BRYN MAWR SINCE JULY 1,2005.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-15 |
| S65 | Uniform Investment Adviser Law Examination | 1991-12-24 |
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