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Joel Richard Morris

Bryn Mawr Trust Advisors, LLC

Wilmington, DE

Philadelphia, PA

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Current Employers
Bryn Mawr Trust Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2023-07-06
  • DE RA
    APPROVED
    Since 2023-07-06

Branch Locations

300 Bellevue Parkway Suite 300, Wilmington, DE 19809-0708 • 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
Lau Associates Llc Greenville DE 05/2015 01/2020
Bryn Mawr Trust Greenville DE 01/2020 07/2023
Bryn Mawr Capital Management, Llc Greenville DE 07/2023 Present
  • 05/2015 → 01/2020
    Lau Associates Llc
    Greenville, DE
  • 01/2020 → 07/2023
    Bryn Mawr Trust
    Greenville, DE
  • 07/2023 → Present
    Bryn Mawr Capital Management, Llc
    Greenville, DE
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-01-20
S65 Uniform Investment Adviser Law Examination 1997-02-21
  • S63 Uniform Securities Agent State Law Examination
    2009-01-20
  • S65 Uniform Investment Adviser Law Examination
    1997-02-21
Designations

View on SEC IAPD

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