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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 | 2022-09-26 |
Branch Locations
One James Center 901 E. Cary Street, Richmond, VA 23219 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Virginia | Charlottesville | VA | 08/2016 | 05/2020 |
| Trinity Irish Pub | Charlottesville | VA | 11/2017 | 04/2020 |
| Elder, Watkins, & Friedman, Pc | Farmville | VA | 05/2017 | 08/2017 |
| Unemployed | Charlottesville | VA | 05/2020 | 06/2020 |
| Browngreer Plc | Richmond | VA | 06/2020 | 12/2021 |
| Unemployed | Richmond | VA | 12/2021 | 01/2022 |
| Davenport & Company Llc | Richmond | VA | 01/2022 | Present |
Massey Alliance - 1001 E Leigh St Richmond VA 23298 -not investment related -Treasurer -raise money and awareness for the VCU Massey Comprehensive Cancer. start date 5/29/2025. keep track of money raised through various fundraising initiatives hosted by our organization. Business hours 1-5, Non-Business hours 5 -10.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-24 |
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