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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2007-03-09 |
Branch Locations
2828 Pickett Road Suite 280, Durham, NC 27705 • United States
201 Chatham Street Suite 1, Sanford, NC 27330 • United States
3605 Glenwood Avenue Suite 310, Raleigh, NC 27612-3909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Dw Inc. | Raleigh | NC | 06/1993 | Present |
| Davenport & Company | Raleigh | NC | 03/2007 | Present |
StepUp Ministry - Not investment related - 1701 Oberlin Rd.Raleigh NC Chairman of the Board - Attend meetings, fund raising functions, strategic considerations -Approximate # of hours/month you devote to this outside activity during non-business hours: 1-5. Approximate # of hours/month you devote to this outside activity during business hours: 1-5. TLC 739 Chappell Dr. Raleigh, NC 27606- Nonprofit supporting people with extreme disabilities-Board of Directors-Attend meetings, provide support via donations, connections, sponsorships, leadership Approximate # of hours/month you devote to this outside activity during non-business hours 1-5. Approximate # of hours/month you devote to this outside activity during business hours 1-5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-24 |
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