Brian T. Mathis

Current Employers

Davenport & Company Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-04-29
TX	RA	APPROVED	2024-04-24

NC RA
APPROVED

Since 2024-04-29
TX RA
APPROVED

Since 2024-04-24

Branch Locations

201 Chatham Street Suite 1, Sanford, NC 27330 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Edward D. Jones & Co., L.P.	Cary	NC	11/1998	04/2024
Davenport & Company Llc	Sanford	NC	04/2024	Present

11/1998 → 04/2024

Edward D. Jones & Co., L.P.

Cary, NC
04/2024 → Present

Davenport & Company Llc

Sanford, NC

Previous Registrations

2005-12-09 → 2024-04-25

Edward Jones

Sanford, NC

Fort Mill, SC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-12-08
S63	Uniform Securities Agent State Law Examination	1999-02-03

S65 Uniform Investment Adviser Law Examination

2005-12-08
S63 Uniform Securities Agent State Law Examination

1999-02-03

Other Names

Brian Trevor Mathis
Brian T. Mathis
Brian T Mathis

View on SEC IAPD

Current Employers

Davenport & Company Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

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