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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-08 |
Branch Locations
One James Center 901 E. Cary Street, Suite 1100, Richmond, VA 23219 • United States
Fort Lauderdale, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Charlotte | NC | 09/2015 | 01/2017 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 01/2017 | 09/2019 |
| Summit Financial Group Inc | Boca Raton | FL | 01/2017 | 05/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2017 | 11/2021 |
| Cetera Investment Advisers Llc | Boca Raton | FL | 11/2018 | 11/2021 |
| Davenport & Company Llc | Richmond | VA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-29 |
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