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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 | 2023-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Marion | VA | 01/1994 | 07/2023 |
| #Ia Edward D. Jones & Co. | Marion | VA | 01/1994 | 07/2023 |
| Davenport & Company Llc | Marion | VA | 07/2023 | Present |
Center Building Development Type of business: Downtown rental property Marion, VA Start date: 12/1/2015 Assistant Hours per week: 1 Hours during trading: 0 Assisting in securing historic tax credits for office building renovations and to help get funding for developing apartments. Fox Valley Farm Type of business: Farm and Recreation Marion, VA Start date: 5/12/2008 Owner Hours per week: 10 Hours during trading: 0 Laborer on a farm Graham Brothers Type of business: Rental Property Marion, VA investment related Start date: 10/1/1992- Owner-collect rent, pay bills, hire occasional contractors. Hours per week: 1 Hours during trading: 0 Manage and maintain property MPTJ, LLC Type of business: partnership Marion, VA Start date: 7/1/2001 Partner Hours per week: 1 Hours during trading: 0 Maintain property Treetop Cabin -400 East Hungry Mother Drive Marion VA 24354 Owner - maintain, occasionally rent cabin-not investment related. Approximate number of hours/month you devote to this outside activity during business hours: 1 - 5 Hours. Approximate number of hours/month you devote to this outside activity during non-business hours: 1 - 5 Hours First United Methodist Church - Church & Cherry Streets Marion, VA 24354 - Lay Delegate to Annual Conference - Attend Administrative Board, Finance Committee, Staff Parish Relations, Hull Fund and permanent Endowment Committee meetings Start date 01/01/2024. Hours/month you devote to this outside activity during business hours: 1 - 5 Hours. Approximate number of hours/month y during non-business hours: 1 - 5 Hours Iron Street Mall LLC 126 E Main St Marion VA - investment related -Own office building -collect rent and pay bills - Hours/month you devote to this outside activity during business hours: 1 - 5 Hours. Approximate number of hours/month y during non-business hours: 1 - 5 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-18 |
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