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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 2024-01-29
PA RA APPROVED 2024-01-29
  • DE RA
    APPROVED
    Since 2024-01-29
  • PA RA
    APPROVED
    Since 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

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
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
  • 08/2020 → 05/2023
    Full-Time Student
    Columbia, SC
  • 05/2022 → 12/2022
    Cypress Capital Management
    Greenville, DE
  • 01/2023 → 05/2023
    Bryn Mawr Capital Management
    Greenville, DE
  • 06/2023 → Present
    Bryn Mawr Trust Advisors
    Philadelphia, PA
  • 08/2015 → 08/2020
    Full-Time Student
    Philadelphia, PA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-29
  • S65 Uniform Investment Adviser Law Examination
    2024-01-29

View on SEC IAPD

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