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2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-10-09 |
Branch Locations
2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004 • United States
1411 Clarkview Road, Baltimore, MD 21209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-06-13 |
Branch Locations
1411 Clarkview Road, Baltimore, MD 21209 • United States
2 Bala Plaza Suite 604, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boenning & Scattergood Inc | West Conshohocken | PA | 01/2007 | 04/2018 |
| Phila Partners Capital Mgt | Berwyn | PA | 01/2006 | Present |
| Cv Brokerage, Inc. | West Conshohocken | PA | 04/2018 | 06/2018 |
| Chapin Davis Investments | Baltimore | MD | 06/2018 | Present |
Philadelphia Partners Capital Management, LLC, Investment related, (not under common ownership with Chapin Davis), 2 Bala Plaza Suite 604 Bala Cynwyd PA 19904, Registered Investment Advisor, registered investment adviser / Sr. Vice President and CCO, April 16, 2018. 10 hours per week during trading hours, provide investment advice and ongoing account monitoring and compliance oversight.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-01-25 |
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