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Davenport & Company LLC CRD 1588
$24.7B regulatory AUM 84 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
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 | 1997-01-22 |
Branch Locations
904 Princess Anne Street, Suite 102, Fredericksburg, VA 22401-5801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davenport & Company Llc | Fredericksburg | VA | 04/1994 | Present |
| #Ia Davenport & Company Llc | Fredericksburg | VA | 04/1994 | Present |
Step Brothers LLC - PO Box 803 Fredericksburg VA 22404 -not investment related - Owner - percentage of ownership changes with estate planning. start date 4/01/2025 -Private LLC to hold real estate and private investments -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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-03 |
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