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Mary Katherine Evans

Davenport & Company LLC

Newport News, VA

CRD 4183540

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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 2016-09-01
  • VA RA
    APPROVED
    Since 2016-09-01

Branch Locations

Town Center One 11827 Canon Blvd, Suite 404, Newport News, VA 23606 • 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
Wells Fargo Advisors Llc Newport News VA 05/2009 09/2016
Davenport & Company Llc Newport News VA 09/2016 Present
  • 05/2009 → 09/2016
    Wells Fargo Advisors Llc
    Newport News, VA
  • 09/2016 → Present
    Newport News, VA
Previous Registrations
Other Businesses

CNU Board of Education- Trustee-nonprofit corporation - charitable foundation to assist, support and foster the mission of Christopher Newport University. Approximate # of hours/month you devote to this outside activity during non-business hours 1-5. Approximate # of hours/month you devote to this outside activity during business hours 1-5. Mary Katherine Fine Art LLC -an LLC to sell original art - Painting and sell original art - Approximate number of hours/month you devote to this outside activity during business hours: 0. approximate number of hours/month you devote to this outside activity during non-business hours: 5 - 10 Hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-12
  • S66 Uniform Combined State Law Examination
    2000-08-12
Other Names
  • Mary Katherine Evans
  • Mary Katherine Drum
  • Mary Katherine Evans Drum
  • Mary Katherine Evans
  • Mary Katherine Evans Hogg

View on SEC IAPD

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