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Courtney Rosenberg Orensky

Davenport & Company LLC

Richmond, VA

CRD 3242874

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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
TX RA APPROVED_RES 2022-11-21
VA RA APPROVED 2000-09-22
  • TX RA
    APPROVED_RES
    Since 2022-11-21
  • VA RA
    APPROVED
    Since 2000-09-22

Branch Locations

One James Center 901 E. Cary Street, Suite 1100, Richmond, VA 23219 • 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 Richmond VA 06/1999 Present
#Ia Davenport & Company Llc Richmond VA 09/2000 Present
  • 06/1999 → Present
    Davenport & Company Llc
    Richmond, VA
  • 09/2000 → Present
    #Ia Davenport & Company Llc
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-05
S63 Uniform Securities Agent State Law Examination 2000-03-17
  • S66 Uniform Combined State Law Examination
    2000-09-05
  • S63 Uniform Securities Agent State Law Examination
    2000-03-17
Other Names
  • Courtney Rosenberg Orensky
  • Courtney A Rosenberg

View on SEC IAPD

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