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259 N. Radnor-Chester Rd. Ste 140, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-25 |
Branch Locations
259 N Radnor Chester Rd Ste 140, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bryn Mawr Trust Co | Bryn Mawr | PA | 08/1998 | 01/2022 |
| Bryn Mawr Asset Management | Bryn Mawr | PA | 01/2000 | 01/2022 |
| Cresap Inc | Radnor | PA | 01/2010 | Present |
APPOINTED WITH HTA FINANCIAL, WEST CHESTER, PA. ( LIFE INSURANCE, FIXED ANNUITIES & LONG TERM CARE ) 1 LTC policy that pays commissions to BMT, then passed through to RR. Currently serving on the PA Bankers Association Securities & Brokerage Advisory Committee for which NO compensation is received. Volunteer for baseball coaching, lacrosse coaching, and has been a swimming official in the local Chester County area for which NO compensation is received.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-12 |
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