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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-21 |
| VA | RA | APPROVED | 2019-05-21 |
Branch Locations
One James Center 901 E. Cary Street, Richmond, VA 23219 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2017 | 05/2019 |
| Unemployed | New York | NY | 11/2016 | 01/2017 |
| Elliott Browne International | New York | NY | 06/2016 | 11/2016 |
| Bank Of America, N.A. | New York | NY | 04/2017 | 05/2019 |
| Davenport & Company Llc | Richmond | VA | 05/2019 | Present |
St. John's Church Foundation - not investment related- East Broad Street Richmond, VA - nature of business- to preserve Patrick Henry Historical site. -Board of Trustee and Secretary- attend 3-4 Board meetings& Committee meetings per year- keeping minutes for Board meetings. Start date 1/1/2025. Approximate number of hours/month during business hours: 1-5. Approximate number of hours/month you during non-business hours: 5 - 10 Hours. Dogwood Preschool - Not investment related - Grove Avenue Richmond, VA 23226- Private early childhood preschool operating as a non-profit - Board Member- start date 7/1/2026 -Serve as member of the Dogwood Board of Directors and help with oversight of the school and its operations. Approximate number of hours/month during business hours: 1-5. Approximate number of hours/month you during non-business hours: 5 - 10 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-27 |
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