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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 | 2022-11-21 |
| VA | RA | APPROVED | 1997-01-22 |
Branch Locations
10 Franklin Road Se Suite 450, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davenport & Company Llc | Roanoke | VA | 06/1996 | Present |
| #Ia Davenport & Company Llc | Roanoke | VA | 06/1996 | Present |
1. St. John's Episcopal Church, non-investment related; 1 Mountain Ave,SW., Roanoke, VA; Position: Treasurer; started 1-1-2018; help parish admin. develop operating budget; no monies handled or securities involved; 6-10 hrs./mo during non-business hours. 2. The Society of the Cincinnati of South Carolina; non-investment related; PO Box 1041, Charleston, SC; Position: Member Finance Committee; started 5-15-2019; duties - to convey to the Board and general membership the value of assets relative to the society's function and goals; 1-5 hrs per month during non-business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-19 |
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