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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 | 2025-10-03 |
Branch Locations
One James Center 901 E. Cary Street, Suite 1100, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Danville | VA | 10/2014 | 05/2018 |
| Danville Distributing Company, Inc. | Danville | VA | 05/2018 | 08/2018 |
| Student | Blacksburg | VA | 08/2018 | 05/2019 |
| Danville Distributing Company, Inc. | Danville | VA | 05/2019 | 08/2019 |
| Student | Blacksburg | VA | 08/2019 | 05/2020 |
| Danville Distributing Company, Inc. | Danville | VA | 05/2020 | 08/2020 |
| Student | Blacksburg | VA | 08/2020 | 05/2021 |
| First Citizens Bank | Greensboro | NC | 05/2021 | 08/2021 |
| Student | Blacksburg | VA | 08/2021 | 05/2022 |
| Unemployed | Danville | VA | 05/2022 | 08/2022 |
| Davenport & Company Llc | Richmond | VA | 08/2022 | 02/2026 |
| Davenport & Company Llc | Richmond | VA | 02/2026 | Present |
Financial Planning Association - Not investment related - N Broadway St Denver, CO 80203- nature of business- professional financial planners come together to share ideas and discuss the industry to better serve our clients. Position -Treasurer - start date 8/24/2026 -Keep the books for the chapter and reimburse various members for expenses. Approximate number of hours/month during business hours: 1 - 5 Hours. 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 | 2025-10-25 |
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