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1411 Clarkview Road, Baltimore, MD 21209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-10 |
| PA | RA | APPROVED | 2022-12-08 |
Branch Locations
2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004 • United States
Mrytle Beach, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boenning & Scattergood Inc | West Conshohocken | PA | 02/2012 | 12/2022 |
| Chapin Davis Investments | Bala Cynwyd | PA | 12/2022 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-20 |
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