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Advisor at CHAPIN DAVIS ASSET MANAGEMENT
BALTIMORE, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CHAPIN DAVIS ASSET MANAGEMENT | Independent wealth | Aug 22, 2024 | n/a | yes | BALTIMORE, MD | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Sep 20, 2005 | Jan 11, 2012 | no | BALTIMORE, MD|COLUMBIA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | CHAPIN DAVIS ASSET MANAGEMENT | Jan 11, 2012 | Aug 22, 2024 | 4,607 | Firm change after gap | Wirehouse to RIA |