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RIA / WealthAdvisor40 years in industry

KATHLEEN SEIFERT GRAVES

Advisor at PETTYJOHN, WOOD & WHITE, INC.

LYNCHBURG, VA

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Search this name across graphsid dfx:ria:9b862f95-95ac-8448-7c60-181f52e7eaf2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 29, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PETTYJOHN, WOOD & WHITE, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 18, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 18, 1986
First registration: Sep 29, 2003
Dual registered: no
Other names: KATHY GRAVES|KATHLEEN SEIFERT GRAVES
IAPD individual key: 1467968

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PETTYJOHN, WOOD & WHITE, INC.	Independent wealth	Jan 10, 2024	n/a	yes	LYNCHBURG, VA	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Sep 27, 2016	Oct 10, 2023	no	LYNCHBURG, VA\|LYNCHBURG, VA\|LYNCHBURG, VA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Dec 1, 2005	Dec 31, 2016	no	LYNCHBURG, VA\|LYNCHBURG, VA\|LYNCHBURG, VA\|RICHMOND, VA	Previous registration
DAVIDSON & GARRARD INC	Former SEC adviser	Sep 29, 2003	Nov 2, 2005	no	LYNCHBURG, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUIST ADVISORY SERVICES, INC.	PETTYJOHN, WOOD & WHITE, INC.	Oct 10, 2023	Jan 10, 2024	92	Firm change	Ibd to RIA
SUNTRUST INVESTMENT SERVICES, INC.	TRUIST ADVISORY SERVICES, INC.	Dec 31, 2016	Sep 27, 2016	-95	Bulk transfer	Other
DAVIDSON & GARRARD INC	SUNTRUST INVESTMENT SERVICES, INC.	Nov 2, 2005	Dec 1, 2005	29	Firm change	Other

Relationships

Registered with (4)

→ PETTYJOHN, WOOD & WHITE, INC.Registered adviserregistration: current employment
Jan 10, 2024 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Sep 27, 2016 to Oct 10, 2023factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Dec 1, 2005 to Dec 31, 2016factForm ADV
→ DAVIDSON & GARRARD INCRegistered adviserregistration: previous registration
Sep 29, 2003 to Nov 2, 2005factForm ADV

Dated events

Occurred
Oct 10, 2023
Advisor changed firm
Kathleen Seifert Graves left Truist Advisory Services, Inc. for Pettyjohn, Wood & White, Inc. (registered 2024-01-10)
Form ADVobserved 5 days ago