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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 | 2021-07-20 |
| VA | RA | APPROVED | 2021-07-20 |
Branch Locations
Highwoods Centre 477 Viking Drive Suite 200, Virginia Beach, VA 23452 • United States
Virginia Beach, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Virginia Beach | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Virginia Beach | VA | 11/2016 | 04/2017 |
| Bb&T Securities | Virginia Beach | VA | 04/2017 | 07/2021 |
| Truist Investment Services, Inc. | Virginia Beach | VA | 02/2021 | 07/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 07/2021 |
| Davenport & Company Llc | Virginia Beach | VA | 07/2021 | Present |
UNITED JEWISH FEDERATION OF TIDEWATER - Chair of Finance Committee POSITION: Chair of Finance Committee NATURE: reviews the investments and overall budget of the Federation, and is in charge of allocations - the process of allocating funds to the various Jewish agencies INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2013 ADDRESS: 5000 Corporate Woods Drive, Virginia Beach VA 23462, United States DESCRIPTION: fundraising DCA Partners, LLC, General Partner -investment related-Yes - there are two other primary partners who will own 85% of the deal, with another 5-6 general partners who will own the remaining 15%Acquisition of a 20 unit apartment complex in Daleville, VA, near Roanoke. 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. KAUFWEIN-470 ASSOCIATES AND SIK ASSOCIATES - NYC Commercial Real Estate INVESTMENT RELATED: Manager- No regular duties. One of three signers on documents when necessary. No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 450 7th Avenue, New York NY 10123
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-14 |
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