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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-12 |
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