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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 | 2025-01-17 |
| VA | RA | APPROVED | 2025-01-17 |
Branch Locations
202 S Lewis Street Suite 201, Staunton, VA 24401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Staunton | VA | 09/2018 | 02/2021 |
| Csx | Jacksonville | FL | 07/2014 | 05/2018 |
| N/A | Charlottesville | VA | 06/2018 | 09/2018 |
| Truist Investment Services, Inc. | Staunton | VA | 02/2021 | 01/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 01/2025 |
| Davenport & Company Llc | Staunton | VA | 01/2025 | Present |
FIELD SCHOOL POSITION: Board President NATURE: The Field School is a private all boys school for grades 5th-8th. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: Crozet VA 22932 DESCRIPTION: President FRONTIER CULTURE MUSEUM FOUNDATION POSITION: Board of Directors Member NATURE: Frontier Culture Museum Foundation is responsible for all fundraising efforts on behalf of the museum. The museum is primarily funded by the state. The foundation funds go to discretionary budget items in additional to large capital projects. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2022 ADDRESS: Staunton VA, United States DESCRIPTION: Member of the finance committee that oversees the foundation's investments; Member of foundation board that is mainly responsible for the museum's fundraising efforts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-16 |
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