0000842941-14-000012.txt : 20141103 0000842941-14-000012.hdr.sgml : 20141103 20141103101203 ACCESSION NUMBER: 0000842941-14-000012 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20141024 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Haverford Trust Co CENTRAL INDEX KEY: 0000842941 IRS NUMBER: 232329854 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-03925 FILM NUMBER: 141188126 BUSINESS ADDRESS: STREET 1: 3 RADNOR CORPORATE CENTER STREET 2: SUITE 450 CITY: RADNOR STATE: PA ZIP: 19087 BUSINESS PHONE: 6109958700 MAIL ADDRESS: STREET 1: 3 RADNOR CORPORATE CENTER STREET 2: SUITE 450 CITY: RADNOR STATE: PA ZIP: 19087 FORMER COMPANY: FORMER CONFORMED NAME: HAVERFORD TRUST CO DATE OF NAME CHANGE: 20060511 FORMER COMPANY: FORMER CONFORMED NAME: RITTENHOUSE TRUST CO DATE OF NAME CHANGE: 19990329 MA-I 1 primary_doc.xml MA-I 0000842941 XXXXXXXX MarieElena Ness 610-995-8741 mness@haverfordquality.com N Lydia Christine Holiat 005649193 N 1 0000842941 Haverford Trust Co The Haverford Trust Compan 04-01-2011 N 10-23-2014 0000842941 LOCATED SUPERVISED 04-01-2011 3 RADNOR CORPORATE CENTER SUITE 450 RADNOR PA 19087 04-2011 The Haverford Trust Company Radnor PA 19087 Y Y Portfolio Manager 07-2008 04-2011 SIDCO Oaks PA 19456 N Y client service 07-2002 04-2011 SEI Oaks PA 19456 N Y Sales support Y 09-2011 Haverford Financial Services, Inc. 3 Radnor Corporate Center, Suite 450 Radnor PA 19087 N Y SEC Registered investment adviser Portfolio Manager 1 Portfolio Manager 04-2011 Haverford Trust Securities, Inc. 3 Radnor Corporate Center, Suite 450 Radnor PA 19087 N Y broker-dealer registered representative 1 registered representative N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 10-24-2014 MarieElena V. Ness VP & CCO