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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-09 |
| VA | RA | APPROVED | 2019-06-14 |
Branch Locations
One James Center 901 E. Cary Street, Richmond, VA 23219 • UNITED STATES
Riverview, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 04/2015 | 10/2017 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 10/2017 | 06/2019 |
| Davenport & Company Llc | Richmond | VA | 06/2019 | Present |
Wit & Wine - Not investment related - Riverview, FL - Arts and Crafts- Owner - Create personalized custom art pieces, personalized ornaments, custom hats and humorous coloring books. Start date 4/1/2026- Approximate number of hours/month during business hours: 0. Approximate number of hours/month during non-business hours: 5 - 10 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-26 |
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