Best Investors Account Sign in

Joshua Trevor Long

Davenport & Company LLC

Kilmarnock, VA

CRD 6956314

Claim This Profile
Employer firm

Davenport & Company LLC CRD 1588

$24.7B regulatory AUM 84 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Davenport & Company Llc

One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-21
VA RA APPROVED 2020-09-24
  • TX RA
    APPROVED_RES
    Since 2022-11-21
  • VA RA
    APPROVED
    Since 2020-09-24

Branch Locations

141 Technology Park Drive, Kilmarnock, VA 22482 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Christopher Newport University Newport News VA 06/2016 05/2020
Davenport & Company Llc Kilmarnock VA 05/2020 Present
  • 06/2016 → 05/2020
    Christopher Newport University
    Newport News, VA
  • 05/2020 → Present
    Kilmarnock, VA
Other Businesses

Millburn Property Owners Association - Treasurer - collect dues from residents, coordinate payment for community maintenance (grass cutting, snowplowing, etc.) maintain financial records. Approximate number of hours/month you devote to this outside business activity during business hours: 1-5. Approximate number of hours/month you devote to this outside business activity during non-business hours: 1-5.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-04
  • S66 Uniform Combined State Law Examination
    2020-09-04
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Kilmarnock, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor