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1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-01-29 |
| PA | RA | APPROVED | 2024-01-29 |
Branch Locations
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
1818 Market Street 22Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Student | Columbia | SC | 08/2020 | 05/2023 |
| Cypress Capital Management | Greenville | DE | 05/2022 | 12/2022 |
| Bryn Mawr Capital Management | Greenville | DE | 01/2023 | 05/2023 |
| Bryn Mawr Trust Advisors | Philadelphia | PA | 06/2023 | Present |
| Full-Time Student | Philadelphia | PA | 08/2015 | 08/2020 |
AMCB Technologies LLC; Not investment-related; 502 W 7th Street STE 100, Erie, PA, 16502, USA; AI Exploration and application; Founder; 4/7/2026; ~ 8-10 hours/month during non-business hours; 0 hours/month during securities trading hours; Duties include AI research and understanding applications of AI tools.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
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