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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
| VA | RA | APPROVED | 2025-04-17 |
Branch Locations
4901 Libbie Mill East Blvd. Suite 210, Richmond, VA 23230 • 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 |
|---|---|---|---|---|
| Scott & Stringfellow | Richmond | VA | 03/2011 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 04/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 04/2025 |
| D.A. Davidson & Co. | Richmond | VA | 04/2025 | Present |
WOODBERRY FOREST: START APPROX 9/1/15, NOT INVESTMENT RELATED, NOT PUBLICLY TRADED, 898 Woodberry Forest Road, Woodberry Forest, VA 22989, ENGAGE & ENCOURAGE CLASSMATES TO RECONNECT & DONATE ANNUALLY TO ALMA MATER, CLASS AGENT, APPROX 2-4 HRS PER MONTH, NOT DURING NORMAL BUSINESS HRS, NO COMP. DUCKS UNLIMITED - VIRGINIA WATERFOWL: STAMP CHAIRMAN, START APPROX 9/1/15, NOT INVESTMENT RELATED, NOT PUBLICLY TRADED, ONE WATERFOWL WAY MEMPHIS TN 38120, MAINTAIN & OVERSEE STAMP PROGRAM THAT REQUIRES HUNTERS TO PURCHASE IN ORDER TO HUNT WATER FOWL, PROCEEDS ARE USED TO PROTECT/PRESERVE/ENHANCE WATERFOWL HABITAT IN VIRGINIA, STATE COUNCIL, APPROX 2-4 HRSPER MONTH, NOT DURING NORMAL BUSINESS HRS, NO COMP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-01 |
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