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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 | 2023-11-07 |
| VA | RA | APPROVED | 2002-11-08 |
Branch Locations
5400 Discovery Park Blvd Suite 301, Williamsburg, VA 23188-2882 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davenport & Company Llc | Williamsburg | VA | 11/2002 | Present |
October Keys, LLC -investment related , Williamsburg, VA 23185 - rental property - Manage LLC for the purpose of holding a residential rental property - start date 8/3/2026. 1.13. Approximate number of hours/month during business hours: 0. Approximate number of hours/month during non-business hours: 1 - 5 Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-24 |
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