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John Smith Mccoy

Cary Street Partners

Charlottesville, VA

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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-01
MD RA APPROVED 2026-01-01
VA RA APPROVED 2022-08-29
NC RA APPROVED 2022-07-27
TX RA APPROVED 2022-07-27
  • CA RA
    APPROVED
    Since 2026-01-01
  • MD RA
    APPROVED
    Since 2026-01-01
  • VA RA
    APPROVED
    Since 2022-08-29
  • NC RA
    APPROVED
    Since 2022-07-27
  • TX RA
    APPROVED
    Since 2022-07-27

Branch Locations

200 Garrett Street Suite L, Charlottesville, VA 22902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Annapolis MD 08/2015 06/2018
Old Dominion Capital Management Charlottesville VA 06/2018 10/2021
Dixon, Hubard, Feinour & Brown, Inc. Roanoke VA 10/2021 Present
Cary Street Partners Investment Advisory Llc Richmond VA 07/2022 Present
  • 08/2015 → 06/2018
    Lpl Financial Llc
    Annapolis, MD
  • 06/2018 → 10/2021
    Old Dominion Capital Management
    Charlottesville, VA
  • 10/2021 → Present
    Dixon, Hubard, Feinour & Brown, Inc.
    Roanoke, VA
  • 07/2022 → Present
    Cary Street Partners Investment Advisory Llc
    Richmond, VA
Previous Registrations
  • 2021-10-08 → 2022-08-29
    Dixon, Hubard, Feinour & Brown, Inc.
    Richmond, VA
    Charlottesville, VA
  • 2018-07-03 → 2021-10-08
    Old Dominion Capital Management Inc.
    Arlington, VA
    Charlottesville, VA
  • 2015-08-28 → 2018-07-03
    Lpl Financial Llc
    Annapolis, MD
    Frederick, MD
    Annapolis, MD
  • 2013-05-16 → 2015-04-29
    Tiaa-Cref Individual & Institutional Services, Llc
    Washington, DC
    Annapolis, MD
  • 2011-09-06 → 2013-03-05
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
    Mclean, VA
    Charlotte, NC
    Bethesda, MD
  • 2010-12-22 → 2011-04-27
    Pnc Wealth Management Llc
    Philadelphia, PA
  • 2005-02-24 → 2005-09-19
    Truist Investment Services, Inc.
    Washington, DC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-11-10
S66 Uniform Combined State Law Examination 2005-02-23
  • S63 Uniform Securities Agent State Law Examination
    2011-11-10
  • S66 Uniform Combined State Law Examination
    2005-02-23
Designations
Other Names
  • Judd Mccoy
  • John Smith Mccoy
  • John Smith Mccoy
  • John Smith Mccoy

View on SEC IAPD

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