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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 | 2025-02-26 |
Branch Locations
One James Center 901 E. Cary Street, Suite 1100, Richmond, VA 23219 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 06/2015 | 04/2019 |
| Bank Of America, N.A. | Birmingham | AL | 08/2015 | 04/2019 |
| Bb&T Securities | Birmingham | AL | 04/2019 | 02/2025 |
| Truist Investment Services, Inc. | Birmingham | AL | 02/2021 | 02/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 02/2025 |
| Davenport & Company Llc | Richmond | VA | 02/2025 | Present |
Lakeside Park Country Club - 1700 Lakeside Avenue Richmond, VA - Country Club -not investment related - Finance Committee member- strategic planning committee and finance committee for the country club, will not be handling any of the funds just approving budgets. Approximate number of hours/month during business hours: 0. Approximate number of hours/month during non-business hours: 1 - 5 Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-07 |
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