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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 | 2023-08-25 |
Branch Locations
1104 Commerce St. P.O. Box 570, Lynchburg, VA 24504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Markel | Richmond | VA | 08/2016 | 01/2020 |
| Newbridge Securities Corpoation | Lynchburg | VA | 02/2020 | 05/2022 |
| Davenport & Company Llc | Lynchburg | VA | 09/2023 | Present |
| Crc Financial | Lynchburg | VA | 06/2022 | 08/2023 |
Mass Mutual 1295 State Street Springfield MA 01111 - investment related - Agent of record for Whole Life Insurance Policy sold while employed at prior firm. Insured is a family member start date -7.1.2021- Service the contract when needed. Approximate number of hours/month you devote to this outside activity during business hours: 0. Approximate number of hours/month you devote to this outside activity during non-business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-28 |
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