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.

Current firm

PENN MUTUAL ASSET MANAGEMENT, LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 30, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66|S63

First exam

Mar 30, 2004

First registration

Jun 28, 2010

Dual registered

no

Other names

TREVOR MITCHELL WILLIAMS

IAPD individual key

4614810

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4047e48c-e0f1-74fa-8519-dde6dc0d9b5a

First observed

Jun 28, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.