RIA Intelligence

TATTERSALL ADVISORY GROUP INC

CRD #107923 SEC #801-56667 RICHMOND, VA 804-289-2663
SEC Registered
Total AUM
$33.8B
Discretionary
$33.8B
Employees
51
Clients
0
Accounts
269

Firm Details

Organization Type
Corporation
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 19, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BEHROOZ, PARHAM, MAHJOOBIVICE PRESIDENT, MANAGING DIRECTORNA Control
BEHROOZ, PARHAM, MAHJOOBIVICE PRESIDENT, MANAGING DIRECTORNA Control
BEHROOZ, PARHAM, MAHJOOBIVICE PRESIDENT, MANAGING DIRECTORNA Control
BEHROOZ, PARHAM, MAHJOOBIVICE PRESIDENT, MANAGING DIRECTORNA Control
BURTON, THOMAS, BUTLERICHIEF COMPLIANCE OFFICERNA
BURTON, THOMAS, BUTLERICHIEF COMPLIANCE OFFICERNA
BURTON, THOMAS, BUTLERICHIEF COMPLIANCE OFFICERNA
BURTON, THOMAS, BUTLERICHIEF COMPLIANCE OFFICERNA
BURTON, THOMAS, BUTLERICHIEF COMPLIANCE OFFICERNA
BURTON, THOMAS, BUTLERICHIEF COMPLIANCE OFFICERNA
BURTON, THOMAS, BUTLERICHIEF COMPLIANCE OFFICERNA
BURTON, THOMAS, BUTLERICHIEF COMPLIANCE OFFICERNA
BURTON, THOMAS, BUTLERICHIEF COMPLIANCE OFFICERNA
BURTON, THOMAS, BUTLERICHIEF COMPLIANCE OFFICERNA
BURTON, THOMAS, BUTLERICHIEF COMPLIANCE OFFICERNA
BURTON, THOMAS, BUTLERICHIEF COMPLIANCE OFFICERNA
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CIO, MULTI-STRATEGY FIXED INCOMENA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CIO, MULTI-STRATEGY FIXED INCOMENA Control
CALHOUN, ROBERT, ALLENIMANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CIO, MULTI-STRATEGY FIXED INCOMENA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
CALHOUN, ROBERT, ALLENIMANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CIO, MULTI-STRATEGY FIXED INCOMENA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CIO, MULTI-STRATEGY FIXED INCOMENA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
CALHOUN, ROBERT, ALLENIEXECUTIVE MANAGING DIRECTOR, CIO, MULTI-STRATEGY FIXED INCOMENA Control
CONKEY, CHRISTOPHER, PAULICHIEF INVESTMENT OFFICERNA Control
ENNIS, WILLIAM, M.IDIRECTORNA
ENNIS, WILLIAM, M.IDIRECTORNA Control
FERRO, DENNIS, HENRYIDIRECTORNA Control
FERRO, DENNIS, HENRYIDIRECTORNA Control
FERRO, DENNIS, HENRYIDIRECTORNA Control
FERRO, DENNIS, HENRYIDIRECTOR, CHIEF INVESTMENT OFFICERNA Control
FERRO, DENNIS, HENRYIDIRECTOR, CHIEF INVESTMENT OFFICERNA Control
FERRO, DENNIS, HENRYIDIRECTOR, CHIEF INVESTMENT OFFICERNA Control
FERRO, DENNIS, HENRYIDIRECTORNA Control
FERRO, DENNIS, HENRYIDIRECTORNA Control
FERRO, DENNIS, HENRYIDIRECTOR, CHIEF INVESTMENT OFFICERNA Control
FERRO, DENNIS, HENRYIDIRECTOR, CHIEF INVESTMENT OFFICERNA Control
FERRO, DENNIS, HENRYIDIRECTORNA Control
FERRO, DENNIS, HENRYIDIRECTORNA Control
FERRO, DENNIS, HENRYIDIRECTORNA Control
FERRO, DENNIS, HENRYIDIRECTORNA Control
FERRO, DENNIS, HENRYIDIRECTORNA Control
GERMANY, JAMES, DAVIDICHIEF INVESTMENT OFFICERNA Control
GERMANY, JAMES, DAVIDICHIEF INVESTMENT OFFICERNA Control
GERMANY, JAMES, DAVIDICHIEF INVESTMENT OFFICERNA Control
GERMANY, JAMES, DAVIDICHIEF INVESTMENT OFFICERNA Control
GERSHEN, RICHARD, SCOTTIDIRECTORNA
GERSHEN, RICHARD, SCOTTIDIRECTORNA
GERSHEN, RICHARD, SCOTTIDIRECTORNA
GERSHEN, RICHARD, SCOTTIDIRECTORNA
GERSHEN, RICHARD, SCOTTIDIRECTORNA
GERSHEN, RICHARD, SCOTTIDIRECTORNA
GERSHEN, RICHARD, SCOTTIDIRECTORNA
GERSHEN, RICHARD, SCOTTIDIRECTORNA
GERSHEN, RICHARD, SCOTTIDIRECTORNA
GIRTS, KEVIN, DAVIDIEXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
GIRTS, KEVIN, DAVIDIEXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
GIRTS, KEVIN, DAVIDIMANAGING DIRECTOR, CHIEF OPERATING OFFICERNA
GIRTS, KEVIN, DAVIDIEXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
GIRTS, KEVIN, DAVIDIEXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
GIRTS, KEVIN, DAVIDIEXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
GIRTS, KEVIN, DAVIDIMANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
GIRTS, KEVIN, DAVIDIEXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
GIRTS, KEVIN, DAVIDIEXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
GIRTS, KEVIN, DAVIDIEXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
GIRTS, KEVIN, DAVIDIEXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
GIRTS, KEVIN, DAVIDIEXECUTIVE MANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
JAMES, CHRISTINEIMANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
JAMES, CHRISTINEIMANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
JAMES, CHRISTINEIMANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
JAMES, CHRISTINEIMANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
JAMES, CHRISTINEIMANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
JAMES, CHRISTINEIMANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
JAMES, CHRISTINEIMANAGING DIRECTOR, CHIEF OPERATING OFFICERNA Control
KOONCE, MICHAEL, HOWARDICHIEF LEGAL OFFICERNA
KOONCE, MICHAEL, HOWARDICHIEF LEGAL OFFICERNA
KOONCE, MICHAEL, HOWARDICHIEF LEGAL OFFICERNA
KOONCE, MICHAEL, HOWARDICHIEF LEGAL OFFICERNA
KOONCE, MICHAEL, HOWARDICHIEF LEGAL OFFICERNA
KOONCE, MICHAEL, HOWARDICHIEF LEGAL OFFICERNA
KOONCE, MICHAEL, HOWARDICHIEF LEGAL OFFICERNA
KOONCE, MICHAEL, HOWARDICHIEF LEGAL OFFICERNA
KOONCE, MICHAEL, HOWARDICHIEF LEGAL OFFICERNA
KOONCE, MICHAEL, HOWARDICHIEF LEGAL OFFICERNA
MCMULLEN, DONALD, A.IDIRECTORNA Control
MCMULLEN, DONALD, A.IDIRECTORNA Control
MCMULLEN, DONALD, ANDREWIDIRECTORNA Control
MCMULLEN, DONALD, ANDREWIDIRECTORNA Control
MCMULLEN, DONALD, ANDREWIDIRECTORNA Control
MUNN, WILLIAM, DOUGLASIDIRECTORNA Control
MUNN, WILLIAM, DOUGLASIDIRECTORNA
MUNN, WILLIAM, DOUGLASIDIRECTORNA Control
MUNN, WILLIAM, DOUGLASIDIRECTORNA Control
MUNN, WILLIAM, DOUGLASIDIRECTORNA Control
MUNN, WILLIAM, DOUGLASIDIRECTORNA Control
MUNN, WILLIAM, DOUGLASIDIRECTORNA Control
MUNN, WILLIAM, DOUGLASIDIRECTORNA Control
MUNN, WILLIAM, DOUGLASIDIRECTORNA Control
PREMO, LISA, BROWNIMANAGING DIRECTOR, CIO,LIQUIDITY AND STRUCTURED SOLUTIONSNA Control
PREMO, LISA, BROWNIMANAGING DIRECTOR, CIO,LIQUIDITY AND STRUCTURED SOLUTIONSNA Control
PREMO, LISA, BROWNIMANAGING DIRECTOR, CIO,LIQUIDITY AND STRUCTURED SOLUTIONSNA Control
TATTERSALL, FRED, THOMASIMANAGING DIRECTOR, CEONA Control
TATTERSALL, FRED, THOMASIMANAGING DIRECTOR, CEONA Control
TATTERSALL, FRED, THOMASIMANAGING DIRECTORNA Control
TRUITT, CRAIG, DAVIDIMANAGING DIRECTORNA
UTANO, JAIMEICHIEF COMPLIANCE OFFICERNA Control
UTANO, JAIMEICHIEF COMPLIANCE OFFICERNA Control
UTANO, JAIMEICHIEF COMPLIANCE OFFICERNA Control
WELLFORD, ELEANOR, LEEIMANAGING DIRECTORNA
WELLFORD, ELEANOR, LEEIMANAGING DIRECTORNA Control
EIMCO TRUST (MBT)DESHAREHOLDERE Control
FIRST UNION CORPORATIONDESHAREHOLDER, PARENT COMPANYE Control
FIRST UNION NATIONAL BANKDESHAREHOLDER, OWNERE Control
FIRST UNION NATIONAL BANKDESHAREHOLDER, OWNERE Control
WACHOVIA BANK, N.A.DEOWNERE Control
WACHOVIA BANK, N.A.DEOWNERE Control
WACHOVIA BANK, N.A.DEOWNERE Control
WACHOVIA BANK, NATIONAL ASSOCIATIONDESHAREHOLDER, OWNERE Control
WACHOVIA BANK, NATIONAL ASSOCIATIONDESHAREHOLDER, OWNERE Control
WACHOVIA CORPORATIONDEOWNERE Control
WACHOVIA CORPORATIONDEOWNERE Control
WACHOVIA CORPORATIONDEOWNERE Control
WACHOVIA CORPORATIONDEOWNERE Control
WACHOVIA CORPORATIONDEOWNERE Control
WACHOVIA CORPORATIONDEOWNERE Control
WACHOVIA CORPORATIONDESHAREHOLDER, PARENT COMPANYE Control
WACHOVIA CORPORATIONDEOWNERE Control
WACHOVIA CORPORATIONDEOWNERE Control
WACHOVIA CORPORATIONDESHAREHOLDER, PARENT COMPANYE Control
WACHOVIA CORPORATIONDESHAREHOLDER, PARENT COMPANYE Control
WACHOVIA CORPORATIONDESHAREHOLDER, PARENT COMPANYE Control
WACHOVIA CORPORATIONDEOWNERE Control
WELLS FARGO BANK, N.A.DEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WACHOVIA CORPORATIONDEWACHOVIA BANK, N.A.E Control
WACHOVIA CORPORATIONDEWACHOVIA BANK, N.A.E Control
WACHOVIA CORPORATIONDETATTERSALL ADVISORY GROUPE Control
WACHOVIA CORPORATIONDEWACHOVIA BANK, N.A.E Control
WELLS FARGO & COMPANYDEWACHOVIA CORPORATIONE Control
WELLS FARGO & COMPANYDEWACHOVIA CORPORATIONE Control
WELLS FARGO & COMPANYDEWFC HOLDINGS CORPORATIONE Control
WELLS FARGO & COMPANYDEWACHOVIA CORPORATIONE Control
WFC HOLDINGS CORPORATIONDEWELLS FARGO BANK, N.A.D
WELLS FARGO & COMPANYDEWELLS FARGO BANK, N. A.C Control

Registrations

Federal

IA
Oct 19, 2009 REGISTERED

Notice Filings (16)

CT FL GA IN MA MD NC NE NH NJ NY PA TX VA VT WV

Address

6802 PARAGON PLACE
SUITE 200
RICHMOND, VA 23230
United States
Phone: 804-289-2663