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Steven Allan Kurzweil

Chapin, Davis

York, PA

Baltimore, MD

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Current Employers
Chapin, Davis

1411 Clarkview Road, Baltimore, MD 21209 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-13
MD RA APPROVED 2025-01-08
  • PA RA
    APPROVED
    Since 2025-01-13
  • MD RA
    APPROVED
    Since 2025-01-08

Branch Locations

York, PA • 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
Chapin Davis Baltimore MD 05/2007 03/2021
Cambridge Investment Research, Inc. Fairfield IA 03/2021 03/2021
Cambridge Investment Research Advisors, Inc. Fairfield IA 03/2021 03/2021
Chapin Davis, Inc. Baltimore MD 03/2021 Present
Previous Registrations
Other Businesses

Chapin Davis Insurance, Inc. / investment related / 1411 Clarkview Road, Baltimore, MD 21209 / Insurance Agency / Sales Agent / Financial Adviser / 05/16/2007 start date / 6 hours per month / 6 hours during securities trading hours / sales and service of variable and fixed insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-20
S66 Uniform Combined State Law Examination 2000-06-13
  • S65 Uniform Investment Adviser Law Examination
    2011-10-20
  • S66 Uniform Combined State Law Examination
    2000-06-13
Other Names
  • Steve Allan Kurzweil

View on SEC IAPD

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