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Robert James Kaehler

Chapin, Davis

Dover, DE

Baltimore, MD

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Current Employers
Chapin, Davis

1411 Clarkview Road, Baltimore, MD 21209 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-05-17
MD RA APPROVED 2024-01-16
  • DE RA
    APPROVED
    Since 2024-05-17
  • MD RA
    APPROVED
    Since 2024-01-16

Branch Locations

Dover, DE • United States

1411 Clarkview Road, Baltimore, MD 21209 • 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
Us Airforce Dover DE 05/1997 06/2021
J.P. Morgan Institutional Investments Inc. Newark DE 05/2013 11/2016
Jpmorgan Investment Management Inc. Newark DE 05/2013 11/2016
Hornor Townsend & Kent Inc Horsham PA 01/2017 08/2019
Avantax Investment Services, Inc. Dallas TX 11/2021 03/2022
Avantax Advisory Services Dallas TX 11/2021 03/2022
Voca, Llc Rochester MN 10/2021 03/2022
University Of Delaware Newark DE 06/2021 12/2022
Wilmington University Wilmington DE 07/2021 04/2024
Chapin Davis, Inc. Baltimore MD 01/2024 Present
  • 05/1997 → 06/2021
    Us Airforce
    Dover, DE
  • 05/2013 → 11/2016
    J.P. Morgan Institutional Investments Inc.
    Newark, DE
  • 05/2013 → 11/2016
    Jpmorgan Investment Management Inc.
    Newark, DE
  • 01/2017 → 08/2019
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 11/2021 → 03/2022
    Avantax Investment Services, Inc.
    Dallas, TX
  • 11/2021 → 03/2022
    Avantax Advisory Services
    Dallas, TX
  • 10/2021 → 03/2022
    Voca, Llc
    Rochester, MN
  • 06/2021 → 12/2022
    University Of Delaware
    Newark, DE
  • 07/2021 → 04/2024
    Wilmington University
    Wilmington, DE
  • 01/2024 → Present
    Chapin Davis, Inc.
    Baltimore, MD
Previous Registrations
  • 2021-12-01 → 2022-03-04
    Avantax Advisory Services
    Dover, DE
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-18
S65 Uniform Investment Adviser Law Examination 1999-03-19
S63 Uniform Securities Agent State Law Examination 1997-03-04
  • S66 Uniform Combined State Law Examination
    2024-04-18
  • S65 Uniform Investment Adviser Law Examination
    1999-03-19
  • S63 Uniform Securities Agent State Law Examination
    1997-03-04
Designations
Other Names
  • Robert J Kaehler
  • Rob Kaehler

View on SEC IAPD

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