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Detailed Report
WILLIAM ISAAC DAVIS
CRD#: 4665777
IA
Investment Adviser
B
Broker
DAVENPORT & COMPANY LLCCRD#: 1588 10 FRANKLIN ROAD SE SUITE 450
ROANOKE, VA 24011
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2005 - 2020 (15 years)2 FIRMS2020 - Present (4 years)BBI INVESTMENTS, LLC (CRD# 125437)2004 - 2005 (1 year)BEDWARD JONES (CRD# 250)2003 - 2004 (<1 year)
Disclosure(s)
View By:
10/19/2020
Employment Separation After Allegations
License(s)

State Registrations

B
California 10/20/2020
B
North Carolina 10/20/2020
B
Colorado 10/20/2020
B
Oklahoma 3/29/2022
B
Florida 10/20/2020
B
Pennsylvania 10/20/2020
B
Georgia 10/20/2020
B
South Carolina 10/20/2020
B
Indiana 10/20/2020
B
Tennessee 10/20/2020
B
Kansas 10/17/2022
B
Virginia 10/20/2020
B
Kentucky 1/10/2023
IA
Virginia 10/20/2020
B
Louisiana 10/20/2020
B
West Virginia 10/20/2020
B
Maryland 10/20/2020

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
DAVENPORT & COMPANY LLC (CRD#:1588)
10 FRANKLIN ROAD SE SUITE 450, ROANOKE, VA 24011
153 W. Main Street Suite 100, Abingdon, VA 24210
Registered with this firm since 10/20/2020
B
DAVENPORT & COMPANY LLC (CRD#:1588)
10 FRANKLIN ROAD SE SUITE 450, ROANOKE, VA 24011
153 W. Main Street Suite 100, Abingdon, VA 24210
Registered with this firm since 10/20/2020
Previous Registration(s)
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IA
 12/19/2005 - 11/17/2020 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) GRUNDY, VA
B
 10/20/2005 - 11/17/2020 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) GRUNDY, VA
B
 01/13/2004 - 10/12/2005 BI INVESTMENTS, LLC (CRD#:125437) GLEN ALLEN, VA
B
 09/01/2003 - 01/13/2004 EDWARD JONES (CRD#:250) ST. LOUIS, MO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.