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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-26 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank, Na | Wilmington | DE | 11/2001 | 04/2022 |
| Bryn Mawr Trust | Berwyn | PA | 05/2022 | 06/2023 |
| Bryn Mawr Capital Management | Philadelphia | PA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-21 |
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