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RJ

Robert K. Jarrell

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CRD#: 7248247
RJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Kirkman Jarrell, who also goes by Rob Jarrell, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2020. Robert had worked at 1 firm and has passed the Series 82TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rob Jarrell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 1, 2020 - November 14, 2022

CHESSIECAP SECURITIES, INC.

BD
CRD#: 132153
TOWSON, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 82TO
Date: 7/1/2020
Limited Representative-Private Securities Offerings

Current Firm


CS
CHESSIECAP SECURITIES, INC.
CHESSIECAP SECURITIES, INC.

CRD#: 132153 / SEC#: , 8-66565

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
7911 Sherwood Avenue, Towson, MD 21204
Mailing Address
7911 Sherwood Avenue, Towson, MD 21204
Phone number
(410) 952-2789
Established
Maryland since 04/20/2004
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CHESSIECAP, INC.OWNER
SCHMIDT, DOUGLAS MORTONPRESIDENT/CEO/EXECUTIVE REPRESENTATIVE/CCO/AMLCO/FINOP1860723

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CHESSIECAP SECURITIES, INC.

CRD#: 132153

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