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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-13 |
| VA | RA | APPROVED | 2023-02-10 |
Branch Locations
4808 Courthouse Street Suite 207B, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davenport & Company Llc | Williamsburg | VA | 01/2014 | 02/2023 |
| Sanctuary Securities, Inc. | Williamsburg | VA | 02/2023 | Present |
| Sanctuary Advisors, Llc | Williamsburg | VA | 02/2023 | Present |
1) Name: Boy Scouts of America Position: Committee member- equipment Nature: Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 3/1/2017 Address: 500 Jamestown rd, Williamsburg VA 23188, United States Description: Purchase and repair needed equipment 2) Name: King Of Glory Lutheran Church Position: Member-Investment Committee Nature: Christian Church Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 7/1/2023 Address: 4897 Longhill Rd, Williamsburg VA 23188, United States Description: As one member of a 6-person committee I help advise the church with asset allocation for an endowment fund invested in mutual funds through Thrivent. I do not handle any of the investments personally, can not act alone 3) TRUSTBUILDERS LAW GROUP POSITION: Chief Investment Officer NATURE: Trust and estate legal services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 2/10/2023 ADDRESS: 283 McLaws Circle, Williamsburg VA 23185, United States DESCRIPTION: My duties are to advise the law firm on asset allocation recommendations forclients on whose accountsthey are trustee. I do not make specific investment recommendations nor do I control the assets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-07 |
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