Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
Joshua Trevor Long
CRD#: 6956314
IA
Investment Adviser
B
Broker
DAVENPORT & COMPANY LLCCRD#: 1588 141 Technology Park Drive
Kilmarnock, VA 22482
Registration History
20202021202220232024202520262 FIRMS2020 - Present (4 years)
License(s)

State Registrations

B
Alabama 1/4/2021
B
Missouri 1/4/2021
B
Arizona 1/4/2021
B
Montana 11/4/2024
B
California 1/4/2021
B
Nevada 1/4/2021
B
Colorado 1/4/2021
B
New Hampshire 1/4/2021
B
Connecticut 1/4/2021
B
New Jersey 1/4/2021
B
Delaware 1/4/2021
B
New Mexico 1/4/2021
B
District of Columbia 9/24/2020
B
New York 1/4/2021
B
Florida 1/4/2021
B
North Carolina 9/24/2020
B
Georgia 1/4/2021
B
Ohio 1/4/2021
B
Hawaii 1/30/2025
B
Oregon 1/4/2021
B
Idaho 1/4/2021
B
Pennsylvania 1/4/2021
B
Illinois 1/4/2021
B
South Carolina 1/4/2021
B
Indiana 1/4/2021
B
Tennessee 1/4/2021
B
Iowa 7/28/2021
B
Texas 1/4/2021
B
Kentucky 1/4/2021
IA
Texas 11/21/2022
B
Louisiana 1/4/2021
B
Vermont 1/4/2021
B
Maine 5/18/2023
B
Virginia 9/24/2020
B
Maryland 1/4/2021
IA
Virginia 9/24/2020
B
Massachusetts 1/4/2021
B
Washington 1/4/2021
B
Michigan 1/4/2021
B
West Virginia 1/4/2021
B
Minnesota 1/4/2021

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)
141 Technology Park Drive, Kilmarnock, VA 22482
Registered with this firm since 9/24/2020
B
DAVENPORT & COMPANY LLC (CRD#:1588)
141 Technology Park Drive, Kilmarnock, VA 22482
Registered with this firm since 7/31/2020
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.