DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BRYN MAWR TRUST ADVISORS, LLC
PHILADELPHIA, 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 | Oct 22, 2019 | n/a | yes | PHILADELPHIA, PA | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Mar 15, 2019 | Feb 12, 2020 | no | NORTH WALES, PA | Previous registration |
| CONSERVEST CAPITAL ADVISORS INC | Independent wealth | Aug 15, 2000 | Feb 28, 2019 | no | WYNNEWOOD, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | BRYN MAWR TRUST ADVISORS, LLC | Feb 12, 2020 | Oct 22, 2019 | -113 | Firm change after gap | Ibd to RIA |
| CONSERVEST CAPITAL ADVISORS INC | UNITED CAPITAL FINANCIAL ADVISORS | Feb 28, 2019 | Mar 15, 2019 | 15 | Firm change | RIA to RIA |