Katrina Anne Goode

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-08-02
VA	RA	APPROVED	2013-06-22

TX RA
APPROVED_RES

Since 2024-08-02
VA RA
APPROVED

Since 2013-06-22

Branch Locations

10 Franklin Road Se Suite 450, Roanoke, VA 24011 • 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

Organization	City	State	From	To
Nascar Industry	Charlotte	NC	02/1998	12/2017
Davenport & Company Llc	Roanoke	VA	10/2012	01/2024
Davenport & Company Llc	Roanoke	VA	01/2024	Present

02/1998 → 12/2017

Nascar Industry

Charlotte, NC
10/2012 → 01/2024

Davenport & Company Llc

Roanoke, VA
01/2024 → Present

Davenport & Company Llc

Roanoke, VA

Other Businesses

GIRL SCOUTS OF VIRGINIA SKYLINE COUNCIL - NOT INVESTMENT-RELATED - SELL COOKIES - 3363 PETERS CREEK ROAD ROANOKE, VA - FINANCE COMMITTEE MEMBER - 1 TO 5 HOURS/MONTH DURING NON-BUSINESS AND TRADING HOURS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-06-22

S66 Uniform Combined State Law Examination

2013-06-22

View on SEC IAPD

Employer firm

Current Employers

Davenport & Company Llc

Disclosures

Employment History

Other Businesses

Exams

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