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Ruth Overbeck Key

Davenport & Company LLC

Charlottesville, VA

CRD 4722153

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Employer firm

Davenport & Company LLC CRD 1588

$24.7B regulatory AUM 84 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Davenport & Company Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2011-03-15
  • VA RA
    APPROVED
    Since 2011-03-15

Branch Locations

915 East High Street Suite 401, Charlottesville, VA 22902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Davenport & Company Llc Charlottesville VA 05/2010 Present
Informed Simplifications Llc Earlysville VA 02/2009 Present
  • 05/2010 → Present
    Davenport & Company Llc
    Charlottesville, VA
  • 02/2009 → Present
    Informed Simplifications Llc
    Earlysville, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-14
  • S66 Uniform Combined State Law Examination
    2011-03-14
Other Names
  • Ruth L. Overbeck
  • Ruth Linda Overbeck
  • Ruth Overbeck Carmines
  • Ruth Overbeck Carmines

View on SEC IAPD

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