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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 | 2018-09-17 |
Branch Locations
One James Center 901 E. Cary Street, Richmond, VA 23219 • UNITED STATES
3 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 01/1992 | 09/2018 |
| Bank Of America, N.A. | Richmond | VA | 12/2009 | 09/2018 |
| Davenport & Company Llc | Richmond | VA | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-19 |
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