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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 | 2022-01-19 |
Branch Locations
10 Franklin Road Se Suite 450, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh | NC | 02/2016 | 01/2022 |
| Bank Of America, N.A. | Raleigh | NC | 04/2016 | 01/2022 |
| Davenport & Company Llc | Roanoke | VA | 01/2022 | Present |
The Shenandoah Club Board Member -Attend Monthly Meeting Not Investment related, 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. I*79029 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: 3 FIVE INVESTMENT PROPERTIES INVESTMENT RELATED: N ADDRESS OF BUSINESS: ROANOKE, VIRGINIA 24014 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/1/2013 NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWN ONE INVESTMENT PROPERTY LOCATED AT LONGVIEW AVE. St. John's Episcopal Church - Community Youth Program - Not investment related - Board member - Attend 1 monthly meeting 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-23 |
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