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Advisor at BRYN MAWR TRUST ADVISORS, LLC
PHILADELPHIA, PA | Doylestown, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BRYN MAWR TRUST ADVISORS, LLC | Independent wealth | Feb 10, 2025 | n/a | yes | PHILADELPHIA, PA|Doylestown, PA | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Oct 12, 2021 | Nov 1, 2024 | no | KING OF PRUSSIA, PA | Previous registration |
| WILMINGTON TRUST INVESTMENT ADVISORS, INC. | Other adviser | Mar 12, 2007 | Nov 1, 2018 | no | BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | BRYN MAWR TRUST ADVISORS, LLC | Nov 1, 2024 | Feb 10, 2025 | 101 | Firm change | Ibd to RIA |
| WILMINGTON TRUST INVESTMENT ADVISORS, INC. | TRUIST ADVISORY SERVICES, INC. | Nov 1, 2018 | Oct 12, 2021 | 1,076 | Firm change after gap | Other |