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Advisor at BRYN MAWR TRUST ADVISORS, LLC
PHILADELPHIA, PA | Berwyn, 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 | Jul 20, 2026 | n/a | yes | PHILADELPHIA, PA|Berwyn, PA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 1, 2023 | Dec 17, 2025 | no | ENOLA, PA | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Oct 26, 2018 | Aug 24, 2023 | no | CAMP HILL, PA|HARRISBURG, PA | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Oct 9, 2018 | no | CHARLOTTE, NC|WEST CHESTER, PA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Mar 29, 2016 | Jan 2, 2018 | no | CHARLOTTE, NC|WEST CHESTER, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Oct 19, 2012 | Dec 17, 2015 | no | COLUMBUS, OH|MEDIA, PA|WILMINGTON, DE|BROOMALL, PA|BROOMALL, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | BRYN MAWR TRUST ADVISORS, LLC | Dec 17, 2025 | Jul 20, 2026 | 215 | Firm change | Ibd to RIA |
| CETERA INVESTMENT ADVISERS LLC | LPL FINANCIAL LLC | Aug 24, 2023 | Dec 1, 2023 | 99 | Firm change | Ibd to ibd |
| BB&T SECURITIES, LLC | CETERA INVESTMENT ADVISERS LLC | Oct 9, 2018 | Oct 26, 2018 | 17 | Firm change | Ibd to ibd |
| BB&T INVESTMENT SERVICES, INC. | BB&T SECURITIES, LLC | Jan 2, 2018 | Jan 2, 2018 | 0 | Bulk transfer | Other |
| PNC WEALTH MANAGEMENT | BB&T INVESTMENT SERVICES, INC. | Dec 17, 2015 | Mar 29, 2016 | 103 | Firm change | Other |