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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 | 2022-06-08 |
Branch Locations
One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Glen Allen | VA | 10/2015 | 01/2017 |
| Barrett Capital Management, Llc | Midlothian | VA | 06/2020 | 06/2022 |
| Barrett Capital Management, Llc | Midlothian | VA | 06/2016 | 06/2022 |
| Davenport & Company Llc | Richmond | VA | 06/2022 | Present |
Wintergreen rental property -Wintergreen, VA Not investment related. -Condo property owner - duties: answer questions from property manager. Approximate number of hours/month during business hours: 0. Approximate number of hours/month during non-business hours: 1 - 5 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-21 |
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