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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-29 |
Branch Locations
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Richmond | VA | 12/2013 | 06/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 06/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 06/2021 |
| Davenport & Company Llc | Richmond | VA | 06/2021 | 07/2026 |
| Cary Street Partners | Richmond | VA | 07/2026 | Present |
No Limits Martial Arts and Fitness, 14206 Country Sky Way Beaverdam VA - not investment related - martial arts fitness - Board member- instructor. Instruct martial arts fitness - start date 7/2/2024 -Approximate number of hours/month you devote to this outside activity during business hours: 0 Approximate number of hours/month you devote to this outside activity during non-business hours: 1 - 5 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-05 |
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