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Carter Mathis

Davenport & Company LLC

Sanford, NC

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Current Employers
Davenport & Company Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-04
TX RA APPROVED 2025-08-04
  • NC RA
    APPROVED
    Since 2025-08-04
  • TX RA
    APPROVED
    Since 2025-08-04

Branch Locations

201 Chatham Street Suite 1, Sanford, NC 27330 • 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
Time To Drive Durham NC 11/2015 09/2019
Pole Vault Carolina Durham NC 05/2019 05/2021
Edward Jones Sanford NC 05/2019 05/2021
William & Mary Williamsburg VA 08/2016 05/2020
Fidelity Investments Durham NC 05/2021 08/2025
Fidelity Investments Boston MA 03/2025 08/2025
Davenport & Company Llc Sanford NC 08/2025 Present
  • 11/2015 → 09/2019
    Time To Drive
    Durham, NC
  • 05/2019 → 05/2021
    Pole Vault Carolina
    Durham, NC
  • 05/2019 → 05/2021
    Edward Jones
    Sanford, NC
  • 08/2016 → 05/2020
    William & Mary
    Williamsburg, VA
  • 05/2021 → 08/2025
    Fidelity Investments
    Durham, NC
  • 03/2025 → 08/2025
    Fidelity Investments
    Boston, MA
  • 08/2025 → Present
    Davenport & Company Llc
    Sanford, NC
Previous Registrations
  • 2025-03-31 → 2025-08-06
    Strategic Advisers Llc
    Durham, NC
    Morrisville, NC
    Sanford, NC
    Boston, MA
  • 2022-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-03
  • S66 Uniform Combined State Law Examination
    2022-02-03

View on SEC IAPD

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Other Offices

PARK AVENUE SECURITIES LLC · SANFORD, NC
CAPTRUST · Sanford, NC
EDWARD JONES · SANFORD, NC
WELLS FARGO CLEARING SERVICES, LLC · SANFORD, NC
TRUIST ADVISORY SERVICES, INC. · SANFORD, NC
EDWARD JONES · Sanford, NC
EDWARD JONES · SANFORD, NC
EDWARD JONES · SANFORD, NC

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