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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-02-04 |
Branch Locations
One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caprin Asset Management, Llc | Henrico | VA | 09/2014 | 01/2019 |
| Davenport & Co, Llc | Richmond | VA | 01/2019 | Present |
Henrico CASA (Court Appointed Special Advocates)-Board Member - Participate in 6 Board meetings and 10-12 committee meetings per year . 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 1-5.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2009-05-20 |
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