Best Investors
Account
Sign in
One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-05-28 |
| VA | RA | APPROVED | 1997-01-22 |
Branch Locations
One James Center 901 E. Cary Street, Suite 1100, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davenport & Company Llc | Richmond | VA | 07/1995 | Present |
| #Ia Davenport & Company Llc | Richmond | VA | 07/1995 | Present |
(1) MEDICAL COLLEGE OF VA FOUNDATION - NOT INVESTMENT RELATED - INSPIRES AND STEWARDS PHILANTHROPY THROUGHOUT THE MCV CAMPUS OF VCU - 1228 EAST BROAD STREET, RICHMOND VA - BOARD OF TRUSTEES - 7/1/16 - 1 TO 5 HRS/MONTH DURING NON-BUSINESS HOURS AND TRADING HOURS - ASSIST WITH FORMULATING POLICIES AND LONG-RANGE GOALS, PROVIDE FIDUCIARY OVERSIGHT, MANAGE THE ENDOWMENT AND OVERSEE DISBURSEMENT OF RESTRICTED AND UNRESTRICTED FUNDS (2) Truist -Not Investment Related - 919 E. Main Street Richmond VA 23219 - Bank/ Financial Services - Client Advisory Board member - attend 4 meetings each year to provide input on Truist's strategy and competitive positioning - start date 6/1/2026. Approximate number of hours/month during business hours: 1 - 5 Hours. Approximate number of hours/month during non-business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-25 |
Reach out to this advisor