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404 People Place 4Th Floor, Charlottesville, VA 22911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-07 |
| VA | RA | APPROVED | 2018-08-28 |
Branch Locations
404 People Place 4Th Floor, Charlottesville, VA 22911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vnbtrust, National Association | Charlottesville | VA | 01/2008 | Present |
EMPLOYED AS AN INVESTMENT OFFICER AT VNBTRUST, N.A., 310 4TH STREET N.E. SUITE 102, CHARLOTTESVILLE, VA 22902. THE BUSINESS IS INVESTMENT-RELATED AND INVOLVES 160+ HOURS WORK PER MONTH DURING SECURITIES TRADING HOURS. University of Alabama; Investment related: No; 361 Stadium Dr. Tuscaloosa AL 35487 United States; The C.T. and Kelley Fitzpatrick Center for Value Investing was established in 2020 at the University of Alabama's Culverhouse College of Business. The Fitzpatrick Center aspires to be an internationally recognized advocate for active fundamental value investing and a leading resource both for the investors who practice it and for students of all ages eager to learn about it. ; Associate Director of the C.T. and Kelley Fitzpatrick Center for Value Investing; 2023-07-31; Hours per month devoted to business during trading hours: 8; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 25; Provides students with a strong foundation for examining the critical aspects of investment decisions, including generating good ideas, conducting fundamental business and industry research, analyzing financial statements, and credibly estimating what businesses and companies are worth. The focus is on practical applications, on professional and career development, on fostering and disseminating research, and on broadly supporting and building the global value investing community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-10 |
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