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Kathleen Seifert Graves

Pettyjohn, Wood & White, Inc.

Lynchburg, VA

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Current Employers
Pettyjohn, Wood & White, Inc.

1925 Atherholt Road, Lynchburg, VA 24501 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-01-10
  • VA RA
    APPROVED
    Since 2024-01-10

Branch Locations

1925 Atherholt Road, Lynchburg, VA 24501 • 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 Investment Services, Inc. Atlanta GA 11/2015 Present
Suntrust Bank Lynchburg VA 11/2015 Present
Suntrust Advisory Services Atlanta GA 09/2016 09/2023
Pettyjohn, Wood & White, Inc. Lynchburg VA 12/2023 Present
  • 11/2015 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 11/2015 → Present
    Suntrust Bank
    Lynchburg, VA
  • 09/2016 → 09/2023
    Suntrust Advisory Services
    Atlanta, GA
  • 12/2023 → Present
    Pettyjohn, Wood & White, Inc.
    Lynchburg, VA
Previous Registrations
  • 2016-09-27 → 2023-10-10
    Truist Advisory Services, Inc.
    Lynchburg, VA
    Lynchburg, VA
    Lynchburg, VA
  • 2005-12-01 → 2016-12-31
    Truist Investment Services, Inc.
    Lynchburg, VA
    Lynchburg, VA
    Lynchburg, VA
    Richmond, VA
  • 2003-09-29 → 2005-11-02
    Davidson & Garrard Inc
    Lynchburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-09-26
S63 Uniform Securities Agent State Law Examination 1986-06-18
  • S65 Uniform Investment Adviser Law Examination
    2003-09-26
  • S63 Uniform Securities Agent State Law Examination
    1986-06-18
Other Names
  • Kathy Graves
  • Kathleen Seifert Graves

View on SEC IAPD

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Other Offices

DAVENPORT & COMPANY LLC · LYNCHBURG, VA
LPL FINANCIAL LLC · LYNCHBURG, VA
LPL FINANCIAL LLC · LYNCHBURG, VA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LYNCHBURG, VA
CAPTRUST · Lynchburg, VA
RAYMOND JAMES & ASSOCIATES, INC. · Lynchburg , VA
MONTVUE CAPITAL MANAGEMENT, INC. · LYNCHBURG, VA
BROWN EDWARDS WEALTH STRATEGIES · LYNCHBURG, VA

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