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James Ian Mccormick

Davenport & Company LLC

Williamsburg, VA

CRD 5912764

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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
TX RA APPROVED_RES 2022-11-21
VA RA APPROVED 2016-02-01
  • TX RA
    APPROVED_RES
    Since 2022-11-21
  • VA RA
    APPROVED
    Since 2016-02-01

Branch Locations

5400 Discovery Park Blvd Suite 301, Williamsburg, VA 23188-2882 • 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 Williamsburg VA 11/2015 Present
Other Businesses

1)James City County Public Schools. Not investment-related. 117 Ironbound Road P.O Box 8783, Williamsburg, VA 23187. Swim team head coach. Head coach. Start date 11/2015. 8-10 hours a week. 0 hours devoted during securities trading hours. I develop practices, coach during practice times, and write meet lineups.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-29
  • S66 Uniform Combined State Law Examination
    2016-01-29

View on SEC IAPD

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