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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-10-20 |
Branch Locations
10 Franklin Road Se Suite 450, Roanoke, VA 24011 • United States
153 W. Main Street Suite 100, Abingdon, VA 24210 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Abingdon | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Abingdon | VA | 11/2016 | 10/2020 |
| Davenport & Company Llc | Roanoke | VA | 10/2020 | Present |
Beach house rental -Bald Head Island, NC 24641 - Collect rental income, care and maintenance of property. Approximate number of hours/month you devote to this outside activity during business hours: 0. Approximate number of hours/month you devote to this outside activity during non-business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-02 |
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