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
Arrivals at 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 |
|---|---|---|---|---|---|
| Christian Coe Merritt | LPL Financial LLC BD affiliated | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2025 | Jul 20, 2026 (215 d) |
| Steve H Nguyen | Commonwealth Financial Network national BD | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2025 | Oct 9, 2025 |
| Frank E Hines | Commonwealth Financial Network national BD | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2025 | Sep 4, 2025 |
| Steven Zachary Dunn | Commonwealth Financial Network national BD | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2025 | Aug 22, 2025 |
| Kevin Dolan | Commonwealth Financial Network national BD | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Jul 30, 2025 |
| Thomas James Keefer | Commonwealth Financial Network national BD | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 28, 2025 | Jul 30, 2025 |
| Drew Lawrence Venit | Commonwealth Financial Network national BD | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 28, 2025 | Jul 24, 2025 |
| Michael William Valenti | Cwm, LLC BD affiliated | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2025 | Jul 24, 2025 |
| Christopher S Freddo | Truist Advisory Services, Inc. BD affiliated | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 25, 2024 | Jan 8, 2025 (44 d) |
| Brandon Michael Mcfadden | Truist Advisory Services, Inc. BD affiliated | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 25, 2024 | Feb 12, 2025 (79 d) |
| Paul Cooke Mcclatchy | Planning Capital Management Corp. independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Nov 21, 2024 | Jan 30, 2025 (70 d) |
| James Edward Fisher | Truist Advisory Services, Inc. BD affiliated | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2024 | Feb 10, 2025 (101 d) |
| John Joseph Walters | Vanguard Advisers, Inc. BD affiliated | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2024 | Jun 3, 2024 |
| Kathleen R Duffy | Morgan Stanley wirehouse | Bryn Mawr Trust Advisors, LLC independent RIA | Wirehouse to independent RIA | Jun 12, 2024 | Jul 2, 2024 |
| Christopher Stephen Williams | Affinity Wealth Management LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Apr 15, 2024 | May 5, 2024 |
| Joseph Vincent Furey | Charles Schwab & Co., Inc. national BD | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2024 | Apr 5, 2024 |
| Quiaunna Elizabeth Powell | Wells Fargo Advisors wirehouse | Bryn Mawr Trust Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 12, 2024 | Apr 10, 2024 |
| Peter F Gaertner | Affinity Wealth Management LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Oct 4, 2023 | Jan 4, 2024 (92 d) |
| Jamie Patrick Hopkins | Cwm, LLC BD affiliated | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2023 | Nov 1, 2023 |
| Jacqueline Reeves | Bell Rock Capital, LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Aug 9, 2023 | Aug 28, 2023 |
| Sara L Lawson | Bell Rock Capital, LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Aug 9, 2023 | Aug 8, 2023 |
| Jacquelyn Kerry Blue | Bell Rock Capital, LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Aug 9, 2023 | Aug 8, 2023 |
| Andres Felipe Bonell | Bell Rock Capital, LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Aug 9, 2023 | Aug 24, 2023 |
| Donna Marie Cunningham | Commonwealth Financial Network national BD | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 19, 2023 | Jul 6, 2023 (48 d) |
| Seth Christopher Dadds | Cypress Capital Management, LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Feb 3, 2023 | Jan 31, 2023 |
| Charles Otto Posnecker | Cypress Capital Management, LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Feb 3, 2023 | Jan 31, 2023 |
| Magdalena Dobrowolska | Wealth Enhancement Advisory Services, LLC BD affiliated | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 4, 2022 | Aug 8, 2023 (308 d) |
| Luis A Sepulveda | Valley National Advisers Inc independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Mar 10, 2022 | Aug 8, 2023 (516 d) |
| Robert Joseph Schneider | United Capital Financial Advisors BD affiliated | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2020 | Oct 22, 2019 |
| Joel Richard Morris | Lau Associates LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Jan 8, 2020 | Jul 6, 2023 (1275 d) |
| Michael George Paregian | Lau Associates LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Jan 8, 2020 | Jul 6, 2023 (1275 d) |
| Lucinda Lea Peterson | Lau Associates LLC independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Jan 8, 2020 | Jul 3, 2023 (1272 d) |
| Brooke Ashley Bees | Mercer Global Advisors Inc. independent RIA | Bryn Mawr Trust Advisors, LLC independent RIA | RIA to RIA | Nov 20, 2019 | Feb 6, 2020 (78 d) |
| David Anthony Navarro | Avantax Advisory Services BD affiliated | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 18, 2018 | Aug 29, 2018 |
| Joseph John Dimaio | West Capital Management, Inc. other | Bryn Mawr Trust Advisors, LLC other | Other | Mar 30, 2017 | Oct 18, 2016 |
| Matthew Edward West | West Capital Management, Inc. other | Bryn Mawr Trust Advisors, LLC other | Other | Mar 30, 2017 | Oct 17, 2016 |
| Dane Francis Czaplicki | West Capital Management, Inc. other | Bryn Mawr Trust Advisors, LLC other | Other | Mar 30, 2017 | Oct 18, 2016 |
| Christopher Joseph Topolewski | West Capital Management, Inc. other | Bryn Mawr Trust Advisors, LLC other | Other | Mar 30, 2017 | Oct 17, 2016 |
| Timothy Michael Macarak | West Capital Management, Inc. other | Bryn Mawr Trust Advisors, LLC other | Other | Mar 30, 2017 | Oct 18, 2016 |
| Erik William O'Neal | West Capital Management, Inc. other | Bryn Mawr Trust Advisors, LLC other | Other | Mar 30, 2017 | Oct 18, 2016 |
| Erik Robert Hickman | West Capital Management, Inc. other | Bryn Mawr Trust Advisors, LLC other | Other | Mar 30, 2017 | Oct 18, 2016 |
| Andrew Blake Sachais | West Capital Management, Inc. other | Bryn Mawr Trust Advisors, LLC other | Other | Mar 30, 2017 | Oct 18, 2016 |
| Mark William Feldser | West Capital Management, Inc. other | Bryn Mawr Trust Advisors, LLC other | Other | Mar 30, 2017 | Oct 18, 2016 |
| James C Kelly | West Capital Management, Inc. other | Bryn Mawr Trust Advisors, LLC other | Other | Mar 30, 2017 | Oct 18, 2016 |
| Mark Edward Bradford | Pnc Wealth Management other | Bryn Mawr Trust Advisors, LLC independent RIA | Other | Mar 2, 2016 | Oct 23, 2025 (3522 d) |
| Jasmine Zhong Yu | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bryn Mawr Trust Advisors, LLC independent RIA | Wirehouse to independent RIA | Jan 4, 2016 | Jun 12, 2024 (3082 d) |
| Brian Douglas Campbell | Pnc Wealth Management other | Bryn Mawr Trust Advisors, LLC independent RIA | Other | Jun 14, 2013 | May 10, 2024 (3983 d) |
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47 moves match.