0000887777-23-000006.txt : 20230419 0000887777-23-000006.hdr.sgml : 20230419 20230419080519 ACCESSION NUMBER: 0000887777-23-000006 CONFORMED SUBMISSION TYPE: MA/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20230314 DATE AS OF CHANGE: 20230419 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DAVENPORT & Co LLC CENTRAL INDEX KEY: 0000887777 IRS NUMBER: 000000000 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA/A SEC ACT: 1934 Act SEC FILE NUMBER: 867-00424 FILM NUMBER: 23828494 BUSINESS ADDRESS: STREET 1: ONE JAMES CENTER STREET 2: 901 E CARY STREET STE 1100 CITY: RICHMOND STATE: VA ZIP: 23219 BUSINESS PHONE: 8047802000 MAIL ADDRESS: STREET 1: P O BOX 85678 CITY: RICHMOND STATE: VA ZIP: 23285-5678 FORMER COMPANY: FORMER CONFORMED NAME: DAVENPORT & CO LLC DATE OF NAME CHANGE: 20010307 FORMER COMPANY: FORMER CONFORMED NAME: DAVENPORT & CO OF VIRGINIA INC DATE OF NAME CHANGE: 20010213 MA/A 1 primary_doc.xml MA/A 0000887777 XXXXXXXX Eddie Terzimehic 804-697-2967 eterzimehic@investdavenport.com eterzimehic@investdavenport.com DAVENPORT & Co LLC 1588 54-1835842 866-00106-00 867-00424 008-17103 1588 801-13057 1588 ALL 50 UNITED STATES, THE DISTRICT OF COLUMBIA, PUERTO RICO AND THE US VIRGIN ISLANDS NFA 0001622 FINRA 1588 MSRB A0364 DAVENPORT & COMPANY LLC 801-13057 901 E CARY STREET STE 1100 RICHMOND VA 23219 8047802000 Add 8600 LASALLE ROAD SUITE 618 TOWSON MD 21286 410-296-9426 Add 101 N TRYON STREET SUITE 1220 CHARLOTTE NC 28246-0100 704-644-5412 Add 19301 WINMEADE DRIVE STUITE 218 LEESBURG VA 20176-6503 571-223-5893 Add 515 EAST CROSSVILLE ROAD 380 ROSWELL GA 30075 8046972919 Y P O BOX 85678 RICHMOND VA 23285-5678 www.investDavenport.com THERESA JO MANDERSKI

901 E CARY STREET SUITE 1100 RICHMOND VA 23219

804-780-2000 TMANDERSKI@INVESTDAVENPORT.COM Eddie NMN Terzimehic

DAVENPORT & CO LLC 901 E CARY STREET RICHMOND VA 23219

804-697-2967 eterzimehic@investdavenport.com DAVENPORT FINANCIAL ADVISORS Y SCC S019308-8 VA December VA 01-31-1997 N 250 25 20 6 0 250 Municipal Entities Non-profit organizations Corporations or other businesses 225 25 250 Colleges Other MUSEUMS, CULTURAL INSTITUTIONS, YMCA'S Hourly Charges Fixed Fees Contingent Fees Other PER BOND FEES Not Applicable Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice ME Other Investments Advice Guaranteed IC Advice Use Of MD Advice On Selection Y Y Y Y Y Y DAVENPORT & COMPANY LLC ALSO OFFERS FINANCIAL SERVICES WHICH INCLUDE EQUITY RESEARCH AND CORPORATE FINANCE. Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser Sponsor or syndicator of limited partnerships 1 Add Broker-dealer municipal securities dealer or government securities broker or dealer Investment Adviser Sponsor or syndicator of limited partnerships DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC N Y Y ONTARIO SECURITIES COMMISSION NRD35570 A6 N N N N N N Y Y Y Y Y N N N N THERE ARE NO 25% OR MORE OWNERS TO REPORT ON SCHEDULE B N N N N N Y N Y Y N Y N Y Y N Y N Y N N N N N N N N DAVA CORP N MEMBER 03-01-2001 A Y 1588 DAVENPORT & CO. OF VIRGINIA, INC N MEMBER 03-01-1997 E Y 1588 DAVENPORT CORP. N MEMBER 03-01-1997 B Y 1588 DAVENPORT IV, INC N MEMBER 05-01-2016 NA N 812716554 John Paul Ackerly SVP, Director 03-01-2004 NA Y 2460550 Sean James Allburn SVP, Director 03-01-2007 NA N 2605269 David Charles Anderson SVP, Director 03-01-2007 NA N 2312279 Hylah Boyd Ballowe SVP, Director 03-01-2007 NA N 2533434 William Randolph Barksdale SVP, Director 03-01-2004 NA N 720050 Michael Sunderland Beall EVP, Director 01-01-1996 NA N 707266 Kevin George Boll SVP, Director 03-01-2010 NA N 2881689 Edward Trigg Brown EVP, Director 12-01-1990 NA Y 850295 Irving Lee Chapman President, CEO, COO, Director 03-01-2013 NA Y 2489697 Edward Fiscus Cole SVP, Director 03-01-2011 NA N 4146443 James Edward Crawley SVP, Director 03-01-2006 NA N 1776949 Richard Edward Dolan SVP, Director 03-01-2004 NA N 2348347 Maureen Ann Gallihugh SVP, Director 03-01-2014 NA N 1125521 Harrison Moncure Geho SVP, Director 03-01-2013 NA N 2361637 Kenneth Stuart Gregory SVP, Director 03-01-2007 NA N 1160002 William Robertson Beverley Hershey SVP, Director 03-01-2011 NA N 2909345 Lucy Williams Hooper EVP, Director 03-01-2002 NA Y 733228 Michael Joseph David Kane SVP, Director 03-01-2006 NA N 704604 Maura Jane Lavay SVP, Director 03-01-2004 NA N 1255728 Robert Francis Mizell EVP, CFO, Director 12-01-1990 NA Y 1836694 Joseph Walter Pauke SVP, Director 03-01-2010 NA N 1208500 Joel Mason Ray SVP, Director 03-01-2014 NA N 1483620 Ann Minornuckols Richmond SVP, Director, Treasurer 01-01-1996 NA N 2144754 Courtney Edward Rogers SVP, Director 03-01-2006 NA N 2237168 David Peter Rose SVP, Director 03-01-2001 NA N 1288846 George Levin Smith SVP, Director 03-01-2010 NA N 2988110 Timothy Stewart Taylor SVP, Director 03-01-2006 NA N 1492229 Edin Nmn Terzimehic FVP, ROSFP 12-01-2008 NA N 4634023 Eugene Massie Valentine SVP, Director 03-01-2007 NA N 1072110 Henry Lee Valentine SVp, Director 12-01-1992 NA N 1137054 John Garth Vine SVp, Director 03-01-2012 NA N 1147747 Bradley Lawrence Watson SVP, Director 03-01-2014 NA N 2415210 Coleman III Wortham Chairman, Director 03-01-2013 A Y 472921 JOHN ROBERT GANSMAN MANAGING DIRECTOR 04-04-2016 NA N 2382152 GRAYSON BISHOP PRILLAMAN MANAGING DIRECTOR 04-04-2016 NA N 2707727 JAMES EDWARD SANDERSON SVP, DIRECTOR 04-04-2016 NA N 4886781 ARIC NORMAN WAGNER MANAGING DIRECTOR 03-29-2017 NA N 2267313 VIRGINIA BARTON JARRETT SVP, DIRECTOR 04-01-2018 NA N 1302171 THOMAS WINSTON PRICE SVP, DIRECTOR 04-01-2018 NA N 2895319 GEOFFREY ADAM SULANKE SVP, DIRECTOR 04-01-2018 NA N 4808910 THERESA J MANDERSKI CHIEF COMPLIANCE OFFICER, SVP - AML COMPLIANCE OFFICER 02-14-2014 NA N 2928010 BRIAN MITCHELL BRIGULIO SVP, DIRECTOR 03-27-2019 NA N 4970410 KYLE A LAUX SVP, DIRECTOR 03-27-2019 NA N 4550086 JOSEPH D MASON SVP, DIRECTOR 03-27-2019 NA N 5111792 TAMMY RENE SEVERT SVP, DIRECTOR 03-27-2019 NA N 3020053 FRANKLIN ALEXANDER TRICE DIRECTOR 03-25-2020 NA N 2219809 ROLAND MARION KOOCH JR DIRECTOR 03-25-2020 NA N 2382419 JON TAYLOR MCELHANEY DIRECTOR 03-25-2020 NA N 2883725 THOMAS RAMEY MCDONALD DIRECTOR 03-25-2020 NA N 5571688 JEFFREY FLOYD OMOHUNDRO DIRECTOR 03-25-2020 NA N 2155707 RICHARD GAILLARD OWEN DIRECTOR 03-25-2020 NA N 1197506 CHRISTOPHER GLENN PEARSON DIRECTOR 03-25-2020 NA N 4979730 TEN EYCK THOMPSON WELLFORD JR DIRECTOR 03-25-2020 NA N 4985143 HOLLY RAY CROCKETT DIRECTOR 06-10-2021 NA N 1682414 SHANE M CASON DIRECTOR 03-30-2022 NA N 4500533 DAVID GOATER DUNWODY DIRECTOR 03-30-2022 NA N 6064452 DAVA CORP N MEMBER 03-01-2001 A Y 1588 DAVENPORT & CO. OF VIRGINIA, INC N MEMBER 03-01-1997 E Y 1588 DAVENPORT CORP. N MEMBER 03-01-1997 B Y 1588 DAVENPORT IV, INC N MEMBER 05-01-2016 NA N 812716554 John Paul Ackerly SVP, Director 03-01-2004 NA Y 2460550 Sean James Allburn SVP, Director 03-01-2007 NA N 2605269 David Charles Anderson SVP, Director 03-01-2007 NA N 2312279 Hylah Boyd Ballowe SVP, Director 03-01-2007 NA N 2533434 William Randolph Barksdale SVP, Director 03-01-2004 NA N 720050 Michael Sunderland Beall EVP, Director 01-01-1996 NA N 707266 Kevin George Boll SVP, Director 03-01-2010 NA N 2881689 Edward Trigg Brown EVP, Director 12-01-1990 NA Y 850295 Irving Lee Chapman President, CEO, COO, Director 03-01-2013 NA Y 2489697 Edward Fiscus Cole SVP, Director 03-01-2011 NA N 4146443 James Edward Crawley SVP, Director 03-01-2006 NA N 1776949 Richard Edward Dolan SVP, Director 03-01-2004 NA N 2348347 Maureen Ann Gallihugh SVP, Director 03-01-2014 NA N 1125521 Harrison Moncure Geho SVP, Director 03-01-2013 NA N 2361637 Kenneth Stuart Gregory SVP, Director 03-01-2007 NA N 1160002 William Robertson Beverley Hershey SVP, Director 03-01-2011 NA N 2909345 Lucy Williams Hooper EVP, Director 03-01-2002 NA Y 733228 Michael Joseph David Kane SVP, Director 03-01-2006 NA N 704604 Maura Jane Lavay SVP, Director 03-01-2004 NA N 1255728 Robert Francis Mizell EVP, CFO, Director 12-01-1990 NA Y 1836694 Joseph Walter Pauke SVP, Director 03-01-2010 NA N 1208500 Joel Mason Ray SVP, Director 03-01-2014 NA N 1483620 Ann Minornuckols Richmond SVP, Director, Treasurer 01-01-1996 NA N 2144754 Courtney Edward Rogers SVP, Director 03-01-2006 NA N 2237168 David Peter Rose SVP, Director 03-01-2001 NA N 1288846 George Levin Smith SVP, Director 03-01-2010 NA N 2988110 Timothy Stewart Taylor SVP, Director 03-01-2006 NA N 1492229 Edin Nmn Terzimehic FVP, ROSFP 12-01-2008 NA N 4634023 Eugene Massie Valentine SVP, Director 03-01-2007 NA N 1072110 Henry Lee Valentine SVp, Director 12-01-1992 NA N 1137054 Delete John Garth Vine SVp, Director 03-01-2012 NA N 1147747 Bradley Lawrence Watson SVP, Director 03-01-2014 NA N 2415210 Coleman III Wortham Chairman, Director 03-01-2013 A Y 472921 JOHN ROBERT GANSMAN MANAGING DIRECTOR 04-04-2016 NA N 2382152 GRAYSON BISHOP PRILLAMAN MANAGING DIRECTOR 04-04-2016 NA N 2707727 JAMES EDWARD SANDERSON SVP, DIRECTOR 04-04-2016 NA N 4886781 ARIC NORMAN WAGNER MANAGING DIRECTOR 03-29-2017 NA N 2267313 VIRGINIA BARTON JARRETT SVP, DIRECTOR 04-01-2018 NA N 1302171 THOMAS WINSTON PRICE SVP, DIRECTOR 04-01-2018 NA N 2895319 GEOFFREY ADAM SULANKE SVP, DIRECTOR 04-01-2018 NA N 4808910 THERESA J MANDERSKI CHIEF COMPLIANCE OFFICER, SVP - AML COMPLIANCE OFFICER 02-14-2014 NA N 2928010 BRIAN MITCHELL BRIGULIO SVP, DIRECTOR 03-27-2019 NA N 4970410 KYLE A LAUX SVP, DIRECTOR 03-27-2019 NA N 4550086 JOSEPH D MASON SVP, DIRECTOR 03-27-2019 NA N 5111792 TAMMY RENE SEVERT SVP, DIRECTOR 03-27-2019 NA N 3020053 FRANKLIN ALEXANDER TRICE DIRECTOR 03-25-2020 NA N 2219809 ROLAND MARION KOOCH JR DIRECTOR 03-25-2020 NA N 2382419 JON TAYLOR MCELHANEY DIRECTOR 03-25-2020 NA N 2883725 THOMAS RAMEY MCDONALD DIRECTOR 03-25-2020 NA N 5571688 JEFFREY FLOYD OMOHUNDRO DIRECTOR 03-25-2020 NA N 2155707 RICHARD GAILLARD OWEN DIRECTOR 03-25-2020 NA N 1197506 CHRISTOPHER GLENN PEARSON DIRECTOR 03-25-2020 NA N 4979730 TEN EYCK THOMPSON WELLFORD JR DIRECTOR 03-25-2020 NA N 4985143 HOLLY RAY CROCKETT DIRECTOR 06-10-2021 NA N 1682414 SHANE M CASON DIRECTOR 03-30-2022 NA N 4500533 DAVID GOATER DUNWODY DIRECTOR 03-30-2022 NA N 6064452 9-D2 9-D4 DAVENPORT & COMPANY LLC 1588 98793 9-E2 DAVENPORT & COMPANY LLC 1588 98791 1 9-E2 DAVENPORT & COMPANY LLC 1588 98794 HENRY LEE VALENTINE II N 452245 DAVENPORT & COMPANY LLC 1588 98794 9-E2 DAVENPORT & COMPANY LLC 1588 98795 9-E2 DAVENPORT & COMPANY LLC 1588 98796 9-E2 DAVENPORT & COMPANY LLC 1588 98797 9-E2 DAVENPORT & COMPANY LLC 1588 98799 9-D2 9-D4 DAVENPORT & COMPANY LLC 1588 98800 9-D2 DAVENPORT & COMPANY LLC 1588 150187 9-D2 9-D4 DAVENPORT & COMPANY LLC 1588 164029 9-E2 DAVENPORT & COMPANY LLC 1588 1166466 9-E2 DAVENPORT & COMPANY LLC 1588 1201251 9-E2 DAVENPORT & COMPANY LLC 1588 1572958 1 9-E2 9-E4 HARRISON MONCURE GEHO N 2361637 HARRISON MONCURE GEHO 2361637 677788 9-C2 9-C4 9-C5 DAVENPORT & COMPANY LLC 1588 1786809 9-E2 DAVENPORT & COMPANY LLC 1588 1907645 9-E2 DAVENPORT & COMPANY LLC 1588 1963752 EDDIE TERZIMEHIC EDDIE TERZIMEHIC FVP-COMPLIANCE 03-14-2023 N N N N N Y Y Y Y N N N Y N N N N N N N Y