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Current Employers
Chapin, Davis

1411 Clarkview Road, Baltimore, MD 21209 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-03-10
PA RA APPROVED 2022-12-08
  • SC RA
    APPROVED
    Since 2025-03-10
  • PA RA
    APPROVED
    Since 2022-12-08

Branch Locations

2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004 • United States

Mrytle Beach, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boenning & Scattergood Inc West Conshohocken PA 02/2012 12/2022
Chapin Davis Investments Bala Cynwyd PA 12/2022 Present
  • 02/2012 → 12/2022
    Boenning & Scattergood Inc
    West Conshohocken, PA
  • 12/2022 → Present
    Chapin Davis Investments
    Bala Cynwyd, PA
Previous Registrations
  • 2012-02-21 → 2022-12-02
    Boenning & Scattergood, Inc.
    West Conshohocken, PA
    West Conshohocken, PA
    West Conshohocken, PA
  • 2002-10-18 → 2012-02-24
    Plymouth Meeting, PA
    West Conshohocken, PA
    Conshohocken, PA
Other Businesses

Trustee beginning June 2019 for Special Needs Trust, responsibilities include investment related decisions; devotes approximately 2 hours/month during business hours. // Chapin Davis Insurance, Inc. / investment related / 1411 Clarkview Road, Baltimore, MD 21209 / Insurance Annuity Sales / Sales Agent / Agent / 12-2-2022 start date / 4 hours per month / 4 hours during securities trading hours / sales and service of variable and fixed insurance products. // Marth Storck Special Needs Trust / investment related / 2 Bala Plaza Suite 604, Bala Cynwyd, PA 19044 / Special Needs trust / Trustee / 6-1-2019 / 20 hours a month during trading hours / Management of assets, file tax returns, and distribution of funds to trust beneficiary // Benjamin J Sifel Trust / investment related / 2 Bala Plaza Suite 604, Bala Cynwyd, PA 19044 / Irrevocable Trust / Trustee / 12-17-2018 / 20 hours a month during trading hours / manage assets and pay bills on behalf of the trust with trust assets.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-20
  • S66 Uniform Combined State Law Examination
    2001-09-20
Designations

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