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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 | 2023-11-08 |
| NC | RA | APPROVED | 2009-02-13 |
Branch Locations
628 Green Valley Road Suite 306, Greensboro, NC 27408-7730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Greensboro | NC | 02/2006 | Present |
| Davenport & Company Llc. | Greensboro | NC | 02/2009 | Present |
Lakeside Preparatory Academy - Not investment related- Old Statesville Road Cornelius, NC 28031- Public Charter Elementary School - Vice Chair - start date 7/1/2026 - Overseeing the activities of Lakeside Charter school.- duties include evaluating school leadership, tracking academic progress, strategic planning, financial oversight and overall governance to ensure the school is upholding school policies and compliant with applicable financial, state and local education and employment laws. Approximate number of hours/month during business hours: 1 - 5 Hours. Approximate number of hours/month during non-business hours: 1 - 5 Hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-18 |
| S65 | Uniform Investment Adviser Law Examination | 1995-08-18 |
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