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Current Employers
Davenport & Company Llc

One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-24
VA RA APPROVED 2021-06-24
  • TX RA
    APPROVED
    Since 2021-06-24
  • VA RA
    APPROVED
    Since 2021-06-24

Branch Locations

Highwoods Centre 477 Viking Drive Suite 200, Virginia Beach, VA 23452 • United States

Virginia Beach, VA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
#Ia Scott & Stringfellow Inc. Norfolk VA 05/1996 06/2021
Scott & Stringfellow, Inc. Norfolk VA 05/1999 06/2021
Bb&T Securities, Llc Norfolk VA 01/2013 12/2020
Bb&T Securities Virginia Beach VA 12/2020 06/2021
Truist Investment Services, Inc. Virginia Beach VA 02/2021 06/2021
Truist Advisory Services, Inc. Atlanta GA 02/2021 06/2021
Davenport & Company Llc Virginia Beach VA 06/2021 Present
  • 05/1996 → 06/2021
    #Ia Scott & Stringfellow Inc.
    Norfolk, VA
  • 05/1999 → 06/2021
    Scott & Stringfellow, Inc.
    Norfolk, VA
  • 01/2013 → 12/2020
    Bb&T Securities, Llc
    Norfolk, VA
  • 12/2020 → 06/2021
    Bb&T Securities
    Virginia Beach, VA
  • 02/2021 → 06/2021
    Truist Investment Services, Inc.
    Virginia Beach, VA
  • 02/2021 → 06/2021
    Atlanta, GA
  • 06/2021 → Present
    Virginia Beach, VA
Previous Registrations
  • 2021-02-17 → 2021-06-24
    Atlanta, GA
  • 2013-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Norfolk, VA
    Virginia Beach, VA
    Richmond, VA
  • 1996-08-30 → 2013-01-02
    Scott & Stringfellow, Llc
    Norfolk, VA
    Norfolk, VA
Other Businesses

ENVEST VENTURES I, III LLC CO-ENVEST I; VENTURECAP; INV.RELATED TIDEWATERPROSPORTS WHRO TV & RADIO - PLANNED GIVING COMMITTEE MEMBER, NOT INV RELATED, NOT PUBLICLY TRADED, 5200 HAMPTON BLVD NORFOLK, VA 23508, NON-PROFIT FUNDRAISING, START 6/10/08, APPROX 1 HR PER MO, NO COMPENSATION. - DOMINION INVESTORS, LP: START JAN 2016, INV RELATED, NOT PUBLICLY TRADED, 101 W MAIN ST STE 480 NORFOLK VA 23510 - - THE JEWISH NEWS POSITION: Contributing Columnist NATURE: Local journal reporting news of the SE Hampton Rds-- Jewish Community INV RELATED: No -HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/15/1986 -5000 Corporate Woods Drive, Ste 200, Virginia Beach VA 23462 - -CLK TRUST POSITION: Trustee/Beneficiary to family trust INV RELATED: Yes -HOURS: 1 SECURITIES TRADING HOURS: -1 START DATE: 11/14/1997 ADDRESS: 2101 Parks Avenue, Ste 401, Virginia Beach VA 23451 -- ARBOR APARTMENTS POSITION: Director . Real Estate Mgmt & ownership INV RELATED: No HOURS: -1 SECURITIES TRADING HOURS: 0 START 11/01/2001-101 W. Main Street, Ste 480, Norfolk VA 23510 GMK APARTS INC. POSITION: Vice President NATURE: Real Estate Mgmt & Ownership INV RELATED: No- HOURS: -1 SECURITIES TRADING HOURS: -1 START 11/01/2001 ADDRESS: 101 W Main St, Ste 480, Norfolk VA 23510. KAUFMAN FOUNDATION FOR HEART FAILURE POSITION: Director NATURE: Private Foundation funding The Kaufman Center ofr Hert Failure at the Cleveland Clinic - See money for new Heart treatments INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2001 ADDRESS: 101 W Main St, Ste 480, Norfolk VA 23510. KAUFMAN AMERICANA FOUNDATION POSITION: VP, Director NATURE: Private family foundation promoting the appreciation of the American Funture, Art & Antiques INVESTMENT RELATED: No NUMBER OF HOURS: -1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2001 ADDRESS: 101 W. Main St, Ste 480, Norfolk VA 23510. KAUFMAN FOUNDATION POSITION: Director NATURE: Private Philanthropic Family Foundation INV RELATED: No -HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2001 -101 W Main St, Ste 480, Norfolk VA 23510. GMK MARITAL TR & GMK IRREV TRUST POSITION: Trustee - Trusts created to take care of my mother & her grandchildren following death of her husband INV RELATED: Yes - HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2001 101 W Main Street, Ste 480, Norfolk VA 23510. 536 WARREN CRESCENT POSITION: Co-owner - Income producing Real Estate of a 1 Bedroom condo INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2001.OHEF SHALOM TEMPLE POSITION: Past President - Oversing & operating a 700 Family Reform Jewish congregation along with Fiscal & Moral guidelines as setup out in the constitution bylaws of the organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 06/01/1995 ADDRESS: 530 Raleigh Ave, Norfolk VA 23507 -FANNIE BROH TRUST POSITION: Trustee NATURE: Trustee/Beneficiary to family Irrev Trust Goldman Sachs also has Broh Trust Account INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: -1 START DATE: 12/31/2008 ADDRESS: 101 W. Main St, Suite 480, Norfolk VA 23510 DOMINION INVESTORS, LP POSITION: Limited Partner NATURE: Family limited partnership of my sister and myself to invest proceeds for co-ownership & mutual benefits. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/12/1981-101 W. Main St, Ste 480, Norfolk VA 23510-Ohef Sholom Foundation - Planned Giving arm of a religious institution.- Board Member - investment related - Fundraising for Planned Giving bequests of a 700 family Reform Jewish synagogue -Integrity Bank for Business- Local banking organization - Leadership Board Member -Advise bank of local lending and deposit opportunities -Virginia Investors - Inv related, Trustee, Chesapeake, VA-Private Family Office, involved in running 2 apt complexes, financial services for 15 family members, 4 foundations& accounting - Hours 1-5

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-08-29
S63 Uniform Securities Agent State Law Examination 1996-08-19
  • S65 Uniform Investment Adviser Law Examination
    1996-08-29
  • S63 Uniform Securities Agent State Law Examination
    1996-08-19

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