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1411 Clarkview Road, Baltimore, MD 21209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2018-03-01 |
Branch Locations
Reisterstown, MD • United States
1411 Clarkview Road, Baltimore, MD 21209 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services, Inc | Baltimore | MD | 12/2002 | 03/2018 |
| Summit Financial Group Inc | Baltimore | MD | 12/2002 | 03/2018 |
| Chapin Davis Investments | Baltimore | MD | 03/2018 | Present |
Crump Insurance, not investment related, 4135 N. Front St. Harrisburg, PA 17100, Life, Health, LTC, and DI Insurance Agency, Agent, August 22, 2011, 2 hours per month, 2 hours per month during securities trading hours, Agent selling Life, Health, LTC, DI Insurance and Fixed annuities. Chapin Davis Insurance, Inc.; investment related; 1411 Clarkview Road, Baltimore, MD 21209; Insurance Agency; Agent; March 2018 start date; 2 hours per month; 2 hours during securities trading hours; variable insurance products to satisfy client insurance needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-03 |
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