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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 | 2023-11-06 |
| VA | RA | APPROVED | 2009-02-02 |
Branch Locations
One World Trade Center 101 W. Main Street Suite 4000, Norfolk, VA 23510-1624 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Virginia Beach | VA | 02/2006 | Present |
| Davenport & Company Llc. | Norfolk | VA | 02/2009 | Present |
The King's Daughters - Not investment related -Downtown Circle 601 Children's Lane Norfolk VA 23507 Fundraising for CHKD, Treasurer, maintain the checkbook for the Circle, collect dues and funds for lunches from members, pay monthly lunch bills, do accounting for fundraisers paying expenses and collecting funds start date 9/1/1997. Approximate number of hours/month you devote to this outside activity during business hours: 1 - 5 Hours. 1.14. Approximate number of hours/month you devote to this outside activity during non-business hours: 0 Botetourt Park North Owners Association- Not investment related - 6363 Center Dr, Norfolk, VA Condo Association - Treasurer of the Board of Directors - oversee financial transactions the management company makes and make financial projection of cashflow for projects. Approximate number of hours/month during business hours: 1 - 5 Hours. Approximate number of hours/month during non-business hours: 1-5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-31 |
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