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Heather Hall

Director at Davenport & Company

Investment adviser and broker registrationsWilliamsburg, VASEC record checked 17 October 2026

22
Years in the industry
12
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Heather Hall is Director of Davenport & Company LLC, a Richmond investment adviser managing $24.7B. Heather Hall has been registered through Davenport & Company since 15 November 2013, has 22 years in the industry across 1 firm and has passed 8 licensing exams.

Role at Davenport & Company

Title on Schedule A
Director
Control
Heather Hall is not a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
Heather Hall has held the filed role since March 2026.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

Heather Hall has been registered through Davenport & Company since November 2013.

Firms and exams, newest first
  1. Passed Series 99TO · 2023
  2. Passed SIE · 2018
  3. – present · 13 years
    Williamsburg, VA · Adviser representative · Firm CRD 1588
  4. Passed Series 65 · 2013
  5. Passed Series 9 and Series 10 · 2010
  6. Passed Series 24 · 2008
  7. Passed Series 63 · 2007
  8. Passed Series 7 · 2003

Registrations and exams

Heather Hall has a current investment-adviser registration in Texas and Virginia and has passed 8 qualifying exams.

Texas21 November 2022
Scope
Investment adviser representative
Status
Approved, resident
Virginia15 November 2013
Scope
Investment adviser representative
Status
Approved

Examinations

Series 659 November 2013
Name
Uniform Investment Adviser Law Examination
Series 636 December 2007
Name
Uniform Securities Agent State Law Examination
Series 1011 November 2010
Name
General Securities Sales Supervisor - General Module Examination
Series 97 September 2010
Name
General Securities Sales Supervisor - Options Module Examination
Series 248 December 2008
Name
General Securities Principal Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 726 November 2003
Name
General Securities Representative Examination

Individual record

Full name
Heather Blackston Hall
CRD
3240534
Registration status
Investment adviser and broker registrations
Office
5400 DISCOVERY PARK BLVD, SUITE 301, Williamsburg, VA 23188-2882

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Davenport identifies Heather Hall as a managing director and regional and branch manager. The firm says she graduated magna cum laude from Christopher Newport University with a B.S. in finance and economics. Official firm biography

Common questions

Where does Heather Hall work?

Heather Hall has been Director of Davenport & Company LLC since March 2026.

Source: Form ADV, Schedule A, filed 27 July 2026

Is Heather Hall a financial advisor?

Yes. Heather Hall has a current investment-adviser registration in Texas and Virginia, through Davenport & Company since November 2013, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Heather Hall have?

Heather Hall has worked in the financial industry for 22 years as of 17 October 2026, counted from 26 November 2003, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Heather Hall passed?

Heather Hall has passed 8 licensing exams: the Series 7, Series 63, Series 24, Series 9, Series 10, Series 65, SIE and Series 99TO. The earliest, the Series 7, was passed in November 2003.

Source: IAPD individual record, checked 17 October 2026

Where is Heather Hall based?

Heather Hall’s registered office is in Williamsburg, VA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Davenport & Company

Sources

  1. IAPD individual record, CRD 3240534. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Davenport & Company LLC, filed 27 July 2026. Title, control and ownership bands.
  3. Davenport & Company team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Heather Hall or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.