DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Bryn Mawr Trust Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Andrew Michael Bass | Bryn Mawr Trust Advisors, LLC independent RIA | Nations Financial Group, Inc. independent RIA | RIA to RIA | Sep 1, 2026 | Sep 15, 2026 |
| Kevin Dolan | Bryn Mawr Trust Advisors, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 11, 2026 | Aug 26, 2026 |
| Drew Lawrence Venit | Bryn Mawr Trust Advisors, LLC independent RIA | Equitable Advisors, LLC national BD | RIA to affiliated broker-dealer or bank | Mar 12, 2026 | Jun 8, 2026 (88 d) |
| Derek Ethan Jordan | Bryn Mawr Trust Advisors, LLC independent RIA | Hirtle & Co., LLC other | Other | Dec 3, 2025 | Dec 9, 2025 |
| Joseph Vincent Furey | Bryn Mawr Trust Advisors, LLC independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 19, 2025 | Sep 19, 2025 (31 d) |
| Brian Douglas Campbell | Bryn Mawr Trust Advisors, LLC independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 28, 2025 | Mar 19, 2025 |
| Peter F Gaertner | Bryn Mawr Trust Advisors, LLC independent RIA | Roffman Miller Associates Inc independent RIA | RIA to RIA | Jan 25, 2024 | Feb 7, 2024 |
| Brooke Ashley Bees | Bryn Mawr Trust Advisors, LLC independent RIA | Mission Wealth Management, LP independent RIA | RIA to RIA | Sep 14, 2023 | Sep 26, 2023 |
| Timothy Michael Macarak | Bryn Mawr Trust Advisors, LLC independent RIA | Cs Planning Corp independent RIA | RIA to RIA | May 26, 2023 | May 12, 2023 |
| Dane Francis Czaplicki | Bryn Mawr Trust Advisors, LLC independent RIA | Long Short Advisors, LLC asset manager | Other | Jul 2, 2020 | Oct 27, 2021 (482 d) |
| Matthew Edward West | Bryn Mawr Trust Advisors, LLC independent RIA | Nexwealth LLC independent RIA | RIA to RIA | Dec 20, 2019 | Dec 10, 2021 (721 d) |
| Andrew Blake Sachais | Bryn Mawr Trust Advisors, LLC independent RIA | Wick Capital Partners, LLC independent RIA | RIA to RIA | Jul 2, 2019 | Jan 14, 2020 (196 d) |
| Christopher Joseph Topolewski | Bryn Mawr Trust Advisors, LLC independent RIA | Wick Capital Partners, LLC no RAUM | RIA to a newly registered adviser | Jan 2, 2019 | Dec 21, 2018 |
| Mark William Feldser | Bryn Mawr Trust Advisors, LLC independent RIA | Wick Capital Partners, LLC independent RIA | RIA to RIA | Jan 2, 2019 | Jan 9, 2020 (372 d) |
| Joseph John Dimaio | Bryn Mawr Trust Advisors, LLC independent RIA | Wick Capital Partners, LLC independent RIA | RIA to RIA | Jul 25, 2018 | Aug 2, 2023 (1834 d) |
| James C Kelly | Bryn Mawr Trust Advisors, LLC other | Wells Fargo Advisors wirehouse | Other | Dec 1, 2017 | Apr 29, 2022 (1610 d) |
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16 moves match.