Adviser and broker representative · Davenport & Company LLC
Henry R. Shipplett Jr.
CRD 828915 · Staunton, VA
At a glance
Henry R. Shipplett Jr. is an investment adviser representative with Davenport & Company LLC in Staunton, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Henry’s SEC record dates to 1999, about 27 years ago. Henry is also registered as a broker representative.
Current advisory firm
- Davenport & Company LLCSince November 2024Staunton, VA · $25B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Henry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- William F. Sowers IIIStaunton · Certified Financial Planner
- Stephen T. AbbottRichmond
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