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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-08-11 |
Branch Locations
628 Green Valley Road Suite 306, Greensboro, NC 27408-7730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Charlotte | NC | 06/2015 | 08/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2022 |
| Davenport & Company Llc | Greensboro | NC | 08/2022 | Present |
Heart Math Tutoring - not investment related - Steering Committee Co-Chair - Fundraising, Organizing volunteers, volunteer recruitment, local liaison to main office- 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. St. Paul's Episcopal Church- not investment related 520 Summit St Winston-Salem, NC 27101 - non profit religious organization - Finance Committee Member- recommending an annual budget to the vestry and overseeing various capital campaigns. Approximate # of hours/month during business hours - 0. Approximate # of hours/month during Non-business hours 1-5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-17 |
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