Client Disclosures

• Annual Notice to Clients
• Business Continuity Plan
• Annual Statement of Financial Condition (Audited)
• Semi-Annual Unaudited Consolidated Statement of Financial Condition
• Consent Solicitation for Virginia United Methodist Homes of Williamsburg, Inc.
• Important Information About Your Davenport Accounts
• Insured Deposit Program—Terms & Conditions
• Margin Disclosure
• Order Execution and Routing—SEC Reports
• Privacy Policy
• SIPC – Account Protection
• Statement of Financial Condition
• Third Party Relationships
• Website Disclaimer

Helpful Resources

• Electronic Communications Enrollment
• Mutual Fund Guide
• Prospectus Download for Select Companies
• Year-End Financial Checklist

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