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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 2026-08-18
  • PA RA
    APPROVED
    Since 2026-08-18

Branch Locations

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
Various Schools Portland OR 01/2008 04/2020
Lower Merion School District Ardmore PA 04/2020 06/2022
Furman University Greenville SC 08/2022 05/2026
Bryn Mawr Trust Philadelphia PA 06/2025 08/2025
Foster Victor Wealth Advisors Greenville SC 08/2025 12/2025
1-900-Ice-Cream Ardmore PA 05/2021 12/2023
Bryn Mawr Trust Advisors Philadelphia PA 06/2026 Present
  • 01/2008 → 04/2020
    Various Schools
    Portland, OR
  • 04/2020 → 06/2022
    Lower Merion School District
    Ardmore, PA
  • 08/2022 → 05/2026
    Furman University
    Greenville, SC
  • 06/2025 → 08/2025
    Bryn Mawr Trust
    Philadelphia , PA
  • 08/2025 → 12/2025
    Foster Victor Wealth Advisors
    Greenville, SC
  • 05/2021 → 12/2023
    1-900-Ice-Cream
    Ardmore, PA
  • 06/2026 → Present
    Bryn Mawr Trust Advisors
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-10
  • S65 Uniform Investment Adviser Law Examination
    2026-08-10
Other Names
  • Drew Stoner

View on SEC IAPD

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