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Advisor at DAVENPORT & COMPANY LLC
RICHMOND, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| DAVENPORT & COMPANY LLC | Bd affiliated wealth | Feb 26, 2025 | n/a | yes | RICHMOND, VA | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Feb 17, 2021 | Feb 21, 2025 | no | BIRMINGHAM, AL | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Apr 5, 2019 | Feb 17, 2021 | no | BIRMINGHAM, AL|RICHMOND, VA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 6, 2015 | Apr 8, 2019 | no | BIRMINGHAM, AL | Previous registration |
| STERNE AGEE ASSET MANAGEMENT, INC. | Former SEC adviser | May 13, 2014 | Jul 13, 2015 | no | BIRMINGHAM, AL | Previous registration |
| MORGAN STANLEY | Wirehouse | Sep 21, 2012 | Dec 17, 2013 | no | BETHESDA, MD|Bethesda, MD | Previous registration |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Sep 16, 2011 | Jul 23, 2012 | no | BETHESDA, MD | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 9, 2010 | Sep 27, 2011 | no | BETHESDA, MD|WEEHAWKEN, NJ|BOSTON, MA|BOSTON, MA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 9, 2008 | May 28, 2008 | no | RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | DAVENPORT & COMPANY LLC | Feb 21, 2025 | Feb 26, 2025 | 5 | Firm change | Ibd to ibd |
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Feb 17, 2021 | Feb 17, 2021 | 0 | Bulk transfer | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | BB&T SECURITIES, LLC | Apr 8, 2019 | Apr 5, 2019 | -3 | Firm change | Wirehouse to ibd |
| STERNE AGEE ASSET MANAGEMENT, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 13, 2015 | Aug 6, 2015 | 24 | Firm change | Other |
| MORGAN STANLEY | STERNE AGEE ASSET MANAGEMENT, INC. | Dec 17, 2013 | May 13, 2014 | 147 | Firm change | Other |
| HIGHTOWER ADVISORS, LLC | MORGAN STANLEY | Jul 23, 2012 | Sep 21, 2012 | 60 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | HIGHTOWER ADVISORS, LLC | Sep 27, 2011 | Sep 16, 2011 | -11 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UBS FINANCIAL SERVICES INC. | May 28, 2008 | Sep 9, 2010 | 834 | Firm change after gap | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:142785:AL:2019-04-08 | Apr 8, 2019 | Apr 5, 2019 | BIRMINGHAM, AL | Firm change |