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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-07-06 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
300 Bellevue Parkway Suite 300, Wilmington, DE 19809-0708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2016 | 05/2023 |
| Wsfs Wealth Investments | Greenville | DE | 04/2016 | 06/2023 |
| Bryn Mawr Capital Management, Llc | Wilmington | DE | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 2006-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-31 |
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