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Inactive

Jessica Dawn Heneberry

Cary Street Partners

Charlottesville, VA

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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-08-29
NC RA APPROVED 2022-07-14
TX RA APPROVED 2022-07-14
  • VA RA
    APPROVED
    Since 2022-08-29
  • NC RA
    APPROVED
    Since 2022-07-14
  • TX RA
    APPROVED
    Since 2022-07-14

Branch Locations

200 Garrett Street Suite L, Charlottesville, VA 22902 • 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
Suntrust Bank Charlottesville VA 08/2011 03/2018
Suntrust Investment Services, Inc. Atlanta GA 08/2011 03/2018
Suntrust Advisory Services Atlanta GA 08/2016 03/2018
Old Dominion Capital Management Charlottesville VA 03/2018 10/2021
Dixon, Hubard, Feinour & Brown, Inc. Roanoke VA 10/2021 Present
Cary Street Partners Investment Advisory Richmond VA 07/2022 Present
  • 08/2011 → 03/2018
    Suntrust Bank
    Charlottesville, VA
  • 08/2011 → 03/2018
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 08/2016 → 03/2018
    Suntrust Advisory Services
    Atlanta, GA
  • 03/2018 → 10/2021
    Old Dominion Capital Management
    Charlottesville, VA
  • 10/2021 → Present
    Dixon, Hubard, Feinour & Brown, Inc.
    Roanoke, VA
  • 07/2022 → Present
    Cary Street Partners Investment Advisory
    Richmond, VA
Previous Registrations
  • 2021-10-07 → 2022-08-29
    Dixon, Hubard, Feinour & Brown, Inc.
    Charlottesville, VA
    Richmond, VA
  • 2018-03-21 → 2021-10-07
    Old Dominion Capital Management Inc.
    Charlottesville, VA
  • 2016-09-19 → 2018-03-26
    Washington, DC
    Charlottesville, VA
    Charlottesville, VA
  • 2006-09-19 → 2016-12-31
    Truist Investment Services, Inc.
    Charlottesville, VA
    Charlottesville, VA
    Charlottesville, VA
  • 1999-01-25 → 2006-07-18
    Old Dominion Capital Management Inc.
    Charlottesville, VA
Other Businesses

POSITION: THE WOMEN'S INITIATIVE, FINANCE COMMITTEE MEMBER, PROPOSED BOARD MEMBER NATURE: NON-PROFIT PROVIDING MENTAL HEALTH SERVICES TO UNDER-SERVED WOMEN INVESTMENT RELATED?: NO # OF HOURS: 4 PER MONTH # OF INVESTMENT RELATED HOURS: 0 START DATE: 10-21-2020 ADDRESS: CHARLOTTESVILLE, VA DESCRIPTION: REVIEW BUDGET AND FINANCIAL STATEMENTS FOR THE NON-PROFIT POSITION: GROUP FITNESS INSTRUCTOR NATURE: TRAVELING FITNESS INSTRUCTOR INVESTMENT RELATED: NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 02/17/2014 ADDRESS: , COVINGTON KY DESCRIPTION: TEACH SEVERAL AEROBICS CLASSES PER YEAR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-10-23
S65 Uniform Investment Adviser Law Examination 1999-01-22
  • S63 Uniform Securities Agent State Law Examination
    2006-10-23
  • S65 Uniform Investment Adviser Law Examination
    1999-01-22
Designations
Other Names
  • Jessica Dawn Daniel
  • Jessica D Daniel
  • J. Dawn Daniel

View on SEC IAPD

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