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7202 Glen Forest Drive Suite 300, Richmond, VA 23226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED_RES | 2021-01-29 |
| VA | RA | APPROVED | 2018-04-24 |
Branch Locations
7202 Glen Forest Drive Suite 300, Richmond, VA 23226 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davenport & Company Llc. | Richmond | VA | 03/2008 | 04/2018 |
| Alpha Omega Investment Advisors | Richmond | VA | 04/2018 | Present |
Name of other business: Whitehall Advisory Group; Is business Investment related: No; Address of other business: P.O. Box 18589, Charlotte, NC 28218; Nature of other business: Relationship Consulting firm; Your position: Member; Start date of relationship: 8/10/2026; Approx. # of hours /month devote to other business: 0; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Chief Efficiency Officer-formalizing systems, processes and organizational structure that support its business development and consulting activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-05 |
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