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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED_RES | 2025-09-02 |
Branch Locations
110 Franklin Road Se Suite 500, Roanoke, VA 24011 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Daleville | VA | 07/2010 | 09/2016 |
| Davenport & Company Llc | Roanoke | VA | 09/2016 | 09/2025 |
| Janney Montgomery Scott Llc | Roanoke | VA | 09/2025 | Present |
Electoral Board Member, Fincastle, VA. Board Member (01/2005) - Oversee elections for serving county. Not investment related, compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-02-28 |
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