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Current Employers
Bryn Mawr Trust Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-04-12
  • PA RA
    APPROVED
    Since 2024-04-12

Branch Locations

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

1 East Chocolate Avenue Suite 200, Hersey, PA 17033 • 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
Bryn Mawr Trust Berwyn PA 07/2019 10/2023
Frank Recruitment Group Philadelphia PA 01/2019 06/2019
Northwestern Mutual Philadelphia PA 08/2018 12/2018
Bryn Mawr Capital Management Philadelphia PA 10/2023 Present
Penn State University University Park PA 08/2014 07/2018
  • 07/2019 → 10/2023
    Bryn Mawr Trust
    Berwyn, PA
  • 01/2019 → 06/2019
    Frank Recruitment Group
    Philadelphia, PA
  • 08/2018 → 12/2018
    Northwestern Mutual
    Philadelphia, PA
  • 10/2023 → Present
    Bryn Mawr Capital Management
    Philadelphia, PA
  • 08/2014 → 07/2018
    Penn State University
    University Park, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-12
  • S65 Uniform Investment Adviser Law Examination
    2024-04-12

View on SEC IAPD

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