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William Frank Calliott

Davenport & Company LLC

Virginia Beach, VA

Bozeman, MT

CRD 38680

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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
MT RA APPROVED 2022-12-19
VA RA APPROVED 2009-02-11
  • MT RA
    APPROVED
    Since 2022-12-19
  • VA RA
    APPROVED
    Since 2009-02-11

Branch Locations

Highwoods Centre 477 Viking Drive Suite 200, Virginia Beach, VA 23452 • United States

Bozeman, MT • 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
Citigroup Global Markets Inc. Virginia Beach VA 02/2006 Present
Davenport & Company Llc. Virginia Beach VA 02/2009 Present
Previous Registrations
  • 2006-02-21 → 2009-03-02
    Virginia Beach, VA
    New York, NY
  • 2001-04-23 → 2006-02-21
    Legg Mason Wood Walker, Incorporated
    Virginia Beach, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-03-26
S63 Uniform Securities Agent State Law Examination 1988-06-21
  • S65 Uniform Investment Adviser Law Examination
    1992-03-26
  • S63 Uniform Securities Agent State Law Examination
    1988-06-21
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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