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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-09-27 |
Branch Locations
One James Center 901 E. Cary Street, Suite 1100, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Richmond | VA | 06/2017 | 02/2021 |
| Wells Fargo Advisors | Richmond | VA | 01/2015 | 06/2017 |
| Utah State University | Logan | UT | 08/2016 | 05/2018 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 03/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 03/2021 |
| Ameriprise Financial Services, Llc | Midlothian | VA | 03/2021 | 09/2021 |
| Davenport & Company Llc. | Richmond | VA | 09/2021 | Present |
Renita Yoon Photography - not investment related - architectural and real estate photography-take and edit photographs of commercial and residential buildings-Approximate # of hours/month you devote to this outside activity during non-business hours 6-10. Approximate # of hours/month you devote to this outside activity during business hours -0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-01 |
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