0000842941-16-000005.txt : 20161230 0000842941-16-000005.hdr.sgml : 20161230 20161230092836 ACCESSION NUMBER: 0000842941-16-000005 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20161228 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: 162076480 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 6109958741 mness@haverfordquality.com N Y David Christopher Peppard 004551523 N 1 0000842941 Haverford Trust Co 10-01-2013 N 867-01011 LOCATED 10-01-2013 3 RADNOR CORPORATE CENTER SUITE 450 RADNOR PA 19087 10-2013 The Haverford Trust Company Radnor PA 19087 Y Y Portfolio Manager 01-2009 10-2013 Janney Montgomery Scott Philadelphia PA 19103 N Y Research 01-2007 01-2009 PEP Properties Philadelphia PA 19125 N N Finance manager 08-2005 01-2007 Bisys RK Roseland NJ 07068 N N Portfolio Accountant Y 10-2013 Haverford Trust Securities, Inc. 3 Radnor Corporate Center Radnor PA 19087 N Y broker- dealer registered representative 5 registered representative 12-2014 Haverford Financial Services, Inc. 3 Radnor Corporate Center, Suite 450 Radnor PA 19087 N Y investment adviser portfolio manager 10 portfolio manager 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 12-28-2016 MarieElena V. Ness Vice President & Chief Compliance Officer