0000842941-16-000003.txt : 20160322
0000842941-16-000003.hdr.sgml : 20160322
20160322094735
ACCESSION NUMBER: 0000842941-16-000003
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20160321
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-03925
FILM NUMBER: 161520126
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/A
1
primary_doc.xml
MA-I/A
0000842941
XXXXXXXX
MarieElena Ness
610-995-8741
mness@haverfordquality.com
N
Y
Eric
Michael
Hildenbrand
005411037
N
1
0000842941
Haverford Trust Co
The Haverford Trust Company
08-01-2007
N
10-23-2014
0000842941
LOCATED
SUPERVISED
08-01-2007
3 RADNOR CORPORATE CENTER
SUITE 450
RADNOR
PA
19087
08-2007
The Haverford Trust Company
Radnor
PA
19087
Y
Y
Portfolio Manager
10-2006
08-2007
Buckeye Partners LP
Radnor
PA
19087
N
Y
Financial Analyst
06-2006
09-2006
unemployed
malvern
PA
19355
N
N
unemployed
08-2002
05-2006
Sienna College
Loudonville
NY
12211
N
N
full time student
Y
09-2013
Haverford Financial Services, Inc.
3 Radnor Corporate Center, Suite 450
Radnor
PA
19087
N
Y
SEC Registered Investment Adviser
Portfolio Manager
16
Portfolio Manager
08-2007
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
03-21-2016
MarieElena V. Ness
Vice President & Chief Compliance Officer