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Joseph Lombard

Director at Davenport & Company

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

23
Years in the industry
22
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Joseph Lombard is Director of Davenport & Company LLC, a Richmond investment adviser managing $24.7B. Joseph Lombard has been registered through Davenport & Company since 24 February 2004, has 23 years in the industry across 1 firm and has passed the Series 7, Series 66, SIE and Series 24.

Role at Davenport & Company

Title on Schedule A
Director
Control
Joseph Lombard is not a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
Joseph Lombard has held the filed role since March 2024.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

Joseph Lombard has been registered through Davenport & Company since February 2004.

Firms and exams, newest first
  1. Passed Series 24 · 2026
  2. Passed SIE · 2018
  3. Davenport & Company LLCCurrent
    – present · 23 years
    Richmond, VA · Adviser representative · Firm CRD 1588
  4. Passed Series 66 · 2004
  5. Passed Series 7 · 2003

Registrations and exams

Joseph Lombard has a current investment-adviser registration in Virginia and has passed 4 qualifying exams.

Virginia24 February 2004
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6621 February 2004
Name
Uniform Combined State Law Examination
Series 2422 May 2026
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 72 May 2003
Name
General Securities Representative Examination

Individual record

Full name
Joseph Anthony Lombard
CRD
4013073
Firm
Davenport & Company LLC
Registration status
Investment adviser and broker registrations
Office
ONE JAMES CENTER, 901 E. CARY STREET, SUITE 1100, Richmond, VA 23219
Firm bio
investdavenport.com

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 lists Joseph A. Lombard III among its board of directors. Official firm leadership page

Common questions

Where does Joseph Lombard work?

Joseph Lombard has been Director of Davenport & Company LLC since March 2024.

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

Is Joseph Lombard a financial advisor?

Yes. Joseph Lombard has a current investment-adviser registration in Virginia, through Davenport & Company since February 2004, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Joseph Lombard have?

Joseph Lombard has worked in the financial industry for 23 years as of 17 October 2026, counted from 5 May 2003, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Joseph Lombard passed?

Joseph Lombard has passed 4 licensing exams: the Series 7, Series 66, SIE and Series 24. The earliest, the Series 7, was passed in May 2003.

Source: IAPD individual record, checked 17 October 2026

Where is Joseph Lombard based?

Joseph Lombard’s registered office is in Richmond, VA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Davenport & Company

Sources

  1. IAPD individual record, CRD 4013073. 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 Joseph Lombard or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.