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1411 Clarkview Road, Baltimore, MD 21209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-29 |
Branch Locations
2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004 • United States
1411 Clarkview Road, Baltimore, MD 21209 • United States
2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-08-15 |
Branch Locations
2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Philadelphia Partners Capital Management Llc | Berwyn | PA | 01/2006 | Present |
| Boenning & Scattergood Inc | West Conshohocken | PA | 01/2007 | 04/2018 |
| Cv Brokerage, Inc. | West Conshohocken | PA | 04/2018 | 06/2018 |
| Chapin Davis, Inc. | Philadelphia | PA | 06/2018 | Present |
Philadelphia Partners Capital Management, LLC - Managing Member and Investment Advisor Representative, Investment Related Business (Not under common ownership with Chapin Davis). Providing investment advice and ongoing account monitoring. Ten hours per week during trading hours. Chapin Davis Insurance, Inc. / investment related / 1411 Clarkview Road, Baltimore, MD 21209 / Insurance Sales / Sales Agent / Agent / 06-13-2018 start date / 4 hours per month / 8 hours during securities trading hours / sales and service of variable and fixed insurance products. Bond Club of Philadelphia / not investment related / 1143 Peddle Springs Drive, Berwyn, PA 19312 / financial professional education / Officer/Director / Feb 24, 2021 / 8 hours / 8 hours / help identify speakers/presenters for Club events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-16 |
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