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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_RES | 2023-11-08 |
| VA | RA | APPROVED | 1997-01-22 |
Branch Locations
904 Princess Anne Street, Suite 102, Fredericksburg, VA 22401-5801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davenport & Company Llc | Fredericksburg | VA | 09/1994 | Present |
| #Ia Davenport & Company Llc | Fredericksburg | VA | 09/1994 | Present |
1)Mary Washington Heathcare Corp., yes company issues public debt; yes this is business investment related; 2300 Fall Hill Ave., Fredericksburg, VA., position: Member Investment Sub-committee of Board of Finance Committee; started with entity 1-1-2016; 1-5 hrs. per month during non-business hrs. 2)FREDERICKSBURG AREA CHAMBER OF COMMERCE - NOT INVESTMENT-RELATED - 2300 FALL HILL AVENUE, FREDERICKSBURG, VA - MEMBER FINANCE COMMITTEE - 1 TO 5 HRS/MO DURING NON-BUSINESS HOURS, 1-5 HRS/MO DURING TRADING HOURS - OVERSIGHT OF CHAMBER BUDGET AND FINANCES 3)MARY WASHINGTON HEALTHCARE FOUNDATION - NOT INVESTMENT-RELATED - 2300 FALL HILL AVENUE, FREDERICKSBURG, VA - SECRETARY, TREASURER, TRUSTEE - 1-5 HRS/MO DURING BOTH NON-BUSINESS AND TRADING HOURS - OVERSIGHT OF FOUNDATION ACTIVITIES 4)Westminster Ingleside Foundation-NOT INVESTMENT-RELATED-Director - Advisory and Oversight of Foundation-Approximate # of hours/month you devote to this outside activity during non-business hours: 0. Approximate # of hours/month you devote to this outside activity during business hours: 1-5. 5) Micah Euchumenical Ministries - Service to area homeless - Board Member- Treasurer - Oversight, advice and consent of activities in furtherance of organization mission. Approximate # of hours/month you devote to this outside activity during non-business hours 1-5. Approximate # of hours/month you devote to this outside activity during business hours 1-5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1980-08-18 |
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