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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 | 2024-01-22 |
| VA | RA | APPROVED | 2024-01-02 |
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 |
|---|---|---|---|---|
| Deutsche Bank Trust Company Am | New York | NY | 07/2015 | 09/2016 |
| Db Ag Filiale New York | New York | NY | 09/2016 | 11/2017 |
| Deutsche Bank Securities Inc | New York | NY | 11/2017 | 09/2021 |
| Anchorage Global, Llc | San Francisco | CA | 09/2021 | 01/2024 |
| Davenport & Company, Llc | Norfolk | VA | 01/2024 | Present |
Olympus Mining LLC -Owner - Investment related - LLC set up for the mining of Bitcoin -not involved with day to day operations- outsourced to third party manager, River Financial -not directly compensated. Receive revenue less any expenses pursuant to Services Agreement with River Financial. Approximate hours devoted to this activity during business hours: 0. Approximate hours devoted to this activity during non-business hours: 0 American Hellenic Educational Progressive Association - investment related - 7220A Granby St. Norfolk VA- Non-profit to promote Hellenism, education and philanthropy. Attend monthly local chapter meetings, manage operating account funds held in state or national banks or credit unions approved by the investment committee as being FDIC or otherwise insured, coordinate with the investment committee as needed to transfer additional funds to the operating account, accounting of chapter dues, collect and account for all monies from various events and projects planned and executed by the chapter, authority to issue checks from the chapter treasury only when presented with proper receipt and voucher or expense authorized and deemed appropriate. May utilize a credit card or debit card, prepare financial report of the office of treasury for each monthly chapter meeting, collect and promptly pay national and district dues, work with secretary to keep membership records up to date. Approximate number of hours/month during business hours: 0. Approximate number of hours/month during non-business hours: 1 - 5 Hours Rental Property - investment related-Miami, FL - renting condo - condo Owner -start date 10/15/2025- 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 | 2024-01-16 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-05 |
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