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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 | 2024-10-08 |
| VA | RA | APPROVED | 2024-10-08 |
Branch Locations
202 S Lewis Street Suite 201, Staunton, VA 24401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Augusta County Public School | Lane Verona | VA | 08/2008 | 09/2022 |
| Truist Investment Services, Inc | Staunton | VA | 09/2022 | 10/2024 |
| Truist Advisory Services, Inc | Staunton | VA | 01/2023 | 10/2024 |
| Davenport & Company Llc | Staunton | VA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-14 |
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