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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_RES | 2023-11-07 |
| VA | RA | APPROVED | 2022-05-11 |
Branch Locations
21 Carpenter Lane Suite 101, Harrisonburg, VA 22801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 05/2022 |
| Ge Healthcare | Waukesha | WI | 06/2018 | 04/2019 |
| Immixgroup | Mclean | VA | 06/2017 | 08/2017 |
| James Madison University | Harrisonburg | VA | 01/2014 | 05/2018 |
| Heritage Oaks Golf Course | Harrisonburg | VA | 09/2016 | 09/2017 |
| Davenport & Company Llc | Harrisonburg | VA | 05/2022 | Present |
Single family rental home - Manage the rental of personally owned property -Approximate number of hours/month you devote to this outside activity during business hours: 0. Approximate number of hours/month you devote to this outside activity during non-business hours: 1 - 5 Hours. Tent of the Circus Saints and Sinners Club of America - not investment related - Staunton, VA - fellowship and community service through charitable giving -Treasurer -Recordkeeping - start date 2/1/2026 - Approximate number of hours/month you devote to this outside activity during business hours: 0. Approximate number of hours/month you devote to this outside activity during non-business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-29 |
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