Inactive

David Christopher Peppard

Baldwin Investment Management, LLC

West Conshohocken, PA

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Current Employers

Baldwin Investment Management, Llc

1001 Conshohocken State Road Suite 1-202, West Conshohocken, PA 19428 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-03-20

PA RA
APPROVED

Since 2026-03-20

Branch Locations

1001 Conshohocken State Road Suite 1-202, West Conshohocken, PA 19428 • 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

Organization	City	State	From	To
The Haverford Trust Company	Radnor	PA	10/2013	03/2026
Haverford Trust Securities, Inc	Radnor	PA	10/2013	03/2026
Haverford Financial Services, Inc	Radnor	PA	12/2014	03/2026
Baldwin Investment Management	Conshohocken	PA	03/2026	Present

10/2013 → 03/2026

The Haverford Trust Company

Radnor, PA
10/2013 → 03/2026

Haverford Trust Securities, Inc

Radnor, PA
12/2014 → 03/2026

Haverford Financial Services, Inc

Radnor, PA
03/2026 → Present

Baldwin Investment Management

Conshohocken, PA

Previous Registrations

2015-02-13 → 2026-02-24

Haverford Financial Services, Inc.

Radnor, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-02-12
S63	Uniform Securities Agent State Law Examination	2009-06-11

S66 Uniform Combined State Law Examination

2015-02-12
S63 Uniform Securities Agent State Law Examination

2009-06-11

Other Names

David C Peppard

View on SEC IAPD

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