Best Investors Account Sign in

Phillip Conroy Danieley

Davenport & Company LLC

Greensboro, NC

Claim This Profile
Current Employers
Davenport & Company Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-11-05
  • NC RA
    APPROVED
    Since 2024-11-05

Branch Locations

628 Green Valley Road Suite 306, Greensboro, NC 27408-7730 • 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 Greensboro NC 08/2024 Present
Policygenius Durham NC 03/2020 07/2024
Ponysaurus Brewing Company Durham NC 07/2018 03/2020
Highland Brewing Company Asheville NC 05/2015 07/2018
  • 08/2024 → Present
    Davenport & Company Llc
    Greensboro, NC
  • 03/2020 → 07/2024
    Policygenius
    Durham, NC
  • 07/2018 → 03/2020
    Ponysaurus Brewing Company
    Durham, NC
  • 05/2015 → 07/2018
    Highland Brewing Company
    Asheville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-04
  • S66 Uniform Combined State Law Examination
    2024-11-04
Designations
Other Names
  • Phillip Danieley

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BY DESIGN FINANCIAL PLANNING
AMERITAS ADVISORY SERVICES, LLC
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CREDIT UNION INVESTMENT SERVICES

Other Investors

Bradley Donald Ross
Douglas Kenely
Ashley Cook
KEVIN BLAKE GUNTER
Jeffrey David Bercaw
John B Bailey
RANDAL LYNN SIPKEMA
PHILLIP PATRICK SIELATYCKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

More in Greensboro, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor