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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 | 2023-04-24 |
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 |
|---|---|---|---|---|
| Fulton Financial Corp | Lancaster | PA | 06/2018 | 10/2018 |
| Sodexo Catering | Ithaca | NY | 09/2017 | 05/2018 |
| Emerald Asset Management | Leola | PA | 06/2017 | 09/2017 |
| Sodexo Catering | Ithaca | NY | 09/2016 | 05/2017 |
| Fulton Financial Corp | Lancaster | PA | 06/2016 | 09/2016 |
| Ithaca College | Ithaca | NY | 08/2014 | 05/2018 |
| 1St Source Corporation Investment Advisors, Inc. | South Bend | IN | 10/2018 | 10/2020 |
| Davenport & Company Llc | Richmond | VA | 11/2020 | Present |
Saturday Gameday - not investment related, social Media page discussing college football. Help cover college football on an Instagram and Twitter page. Selling limited merchandise to followers such as baseball hats with Saturday Gameday written on them. Limited merchandise sale. Approximate # of hours/month you devote to this outside activity during non-business hours 11-20. Approximate # of hours/month you devote to this outside activity during business hours 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-20 |
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