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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 | 2022-11-21 |
| VA | RA | APPROVED | 1999-05-28 |
Branch Locations
One World Trade Center 101 W. Main Street Suite 4000, Norfolk, VA 23510-1624 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| #Ia Davenport & Company Llc | Norfolk | VA | 11/1998 | Present |
| Davenport & Company Llc | Norfolk | VA | 11/1998 | Present |
1. EXECUTIVE HEALTH & FITNESS CLUB ADDRESS: 1000 W MAIN ST, NORFOLK, VA INVESTMENT RELATED: NO NATURE OF BUSINESS: HEALTH CLUB- POSITION & DUTIES: OWNER AND AEROBICS INSTRUCTOR START DATE: 1997 - HRS/MO: 1 HRS/MO DURING TRADING HOURS: 1 2. Phoebus Group LLC - 3 S Mellon Street, Hampton, VA General Partner - Commercial Real Estate - 1/3 Owner 1-5 hours per month. Start Date 7/1/2018 - indefinite term 3. Phoebus Group 2; yes business investment related; c/o John Lynch MBR, 222 Central Park Ave, Ste 2000, Va Beach, VA; start date with entity: 1/22/2019; position: Limited Partner; annual compensation unknown; 1/3 ownership; 6-10 hrs. per month during non-business hours. 4. Clark Building LLC - Limited partner - 9 E Mellon St., Hampton VA 23663 - Anticipated compensation of 24,000 annually - start date 03.11.2020 - term unknown 1-5 hours per month some may be during business hours 5. Old Point Group - Partner -Management Participate in renovation- not investment related. 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 -0. 6. Phoenix Three LLC -Partner- Approximate # of hours/month you devote to this outside activity during non-business hours -0. Approximate # of hours/month you devote to this outside activity during business hours -0. 7. 9 S Mallory Street LLC -9 S Mallory Street LLC - - not investment related -owner- single commercial property in Hampton Va. -Manage Property Start date 03/06/2024. Anticipated annual compensation from this activity $50,000.00 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 8. Xathelfi, LLC 919 Weyanoke St Norfolk, VA - not investment related. Partner - 50% Owner- Real Estate -management. Start date 10/1/2021. Approximate number of hours/month you devote to this outside activity during business hours: 1 - 5 Hours, Approximate number of hours/month you devote to this outside activity during non-business hours: 1-5 9. LJG Harrington Ave LLC - Weyanoke St, Norfolk, VA - investment related - President - Real Estate Rental in Farmville - start date 10/31/2022 - Review annual reports and communicate with General Manager -Approximate number of hours/month during business hours: 0, Approximate number of hours/month during non-business hours: 1-5. 10. Greek Bros LLC - 3720 Virginia Beach Blvd suite 200, Virginia Beach, VA 23452 - investment related - 25 % Ownership - Commercial Real Estate - start date 10/31/2022- Review annual Report, talk with Partners - -Approximate number of hours/month during business hours: 0, Approximate number of hours/month during non-business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 1995-03-28 |
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