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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-21 |
| VA | RA | APPROVED | 2020-09-09 |
Branch Locations
915 East High Street Suite 401, Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merkle | Charlotseville | VA | 08/2014 | 01/2017 |
| University Of Virginia | Charlotseville | VA | 01/2017 | 01/2018 |
| University Of Virginia | Charlotseville | VA | 01/2018 | 06/2020 |
| Davenport & Company Llc | Charlotseville | VA | 06/2020 | Present |
Nelson County Chamber of Commerce -Not investment related - Member, Board of Directors- Attend monthly meetings, put on events to support Chamber and community, vote as member of the board on board initiatives-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 - 0. Walter Payne Foundation- Investment related - Richmond, VA 23233 -Non-profit foundation- Start date 3/3/2021- President- managing relationships with grant recipients, annual review of grant proposals, analysis of proposals, determination of grant amounts, communication with supported organizations.. Approximate # of hours/month during non-business hours 1-5 - Approximate # of hours/month during business hours - 5 -10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-04 |
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