0000842941-16-000013.txt : 20161230
0000842941-16-000013.hdr.sgml : 20161230
20161230092709
ACCESSION NUMBER: 0000842941-16-000013
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: 162076468
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
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
12-28-2016
MarieElena V. Ness
Vice President & Chief Compliance Officer