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

BRYN MAWR TRUST ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Dec 17, 1993earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Dec 17, 1993

First registration

Jan 28, 2014

Dual registered

no

Other names

PAUL COOKE MCCLATCHY

IAPD individual key

1958921

• Occurred

  Nov 21, 2024
  Advisor changed firm

  Paul Cooke Mcclatchy left Planning Capital Management Corp. for Bryn Mawr Trust Advisors, Llc (registered 2025-01-30)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4533cdf5-8538-ba78-e0ff-9def6c93a59b

First observed

Jan 28, 2014

Last observed

Sep 15, 2026 4 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.