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