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Timothy Robert Geiling

Davenport & Company LLC

Williamsburg, VA

CRD 7790896

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Employer firm

Davenport & Company LLC CRD 1588

$24.7B regulatory AUM 84 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Davenport & Company Llc

One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-08-08
  • VA RA
    APPROVED
    Since 2024-08-08

Branch Locations

5400 Discovery Park Blvd Suite 301, Williamsburg, VA 23188-2882 • 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
Davenport & Company, Llc Williamsburg VA 08/2023 09/2024
Conmed Corporation Washington DC 01/2021 08/2023
Conmed Corporation Baltimore MD 01/2018 12/2020
Conmed Corporation Raleigh NC 01/2017 12/2018
Conmed Corporation Richmond VA 06/2016 01/2017
Davenport & Company Llc Williamsburg VA 09/2024 Present
  • 08/2023 → 09/2024
    Davenport & Company, Llc
    Williamsburg, VA
  • 01/2021 → 08/2023
    Conmed Corporation
    Washington, DC
  • 01/2018 → 12/2020
    Conmed Corporation
    Baltimore, MD
  • 01/2017 → 12/2018
    Conmed Corporation
    Raleigh, NC
  • 06/2016 → 01/2017
    Conmed Corporation
    Richmond, VA
  • 09/2024 → Present
    Davenport & Company Llc
    Williamsburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-08
  • S66 Uniform Combined State Law Examination
    2024-08-08

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

CHARLES JONATHAN CARDER
JOHN ASHLEY PATTISALL
SHARI L BARKER

Nearby Offices

MORGAN STANLEY · Williamsburg, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WILLIAMSBURG, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Williamsburg, VA

More in Williamsburg, VA

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