Best Investors Account Sign in

Thomas Ramey Mcdonald

Davenport & Company LLC

Roanoke, VA

CRD 5571688

Claim This Profile
Employer firm

Davenport & Company LLC CRD 1588

$24.7B regulatory AUM 84 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Davenport & Company Llc

One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-07
VA RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2023-11-07
  • VA RA
    APPROVED
    Since 2009-06-01

Branch Locations

10 Franklin Road Se Suite 450, Roanoke, VA 24011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Davenport & Company Llc Roanoke VA 07/2008 Present
Other Businesses

(1) NAME: ADVOCARE INVESTMENT-RELATED: NO ADDRESS: INTERNATIONAL BLVD. PLANO, TX 75074 NATURE: SUPPLEMENTS POSITION/TITLE/RELATIONSHIP: DISTRIBUTOR START DATE: 02/2015 HRS/MONTH: 1-5 HRS DURING SECURITIES TRADING HRS: ZERO DUTIES: ABILITY TO SELL PRODUCTS (2)ROANOKE COUNTRY CLUB - TENNIS LESSONS - 3360 COUNTRY CLUB DR NW ROANOKE, VA - TEACHER - 11 TO 20 HOURS/MONTH DURING NON-BUSINESS HOURS - 0 HOURS/MONTH DURING TRADING HOURS - TEACHING TENNIS LESSONS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-29
  • S66 Uniform Combined State Law Examination
    2009-05-29

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Roanoke, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor