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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-12-03 |
| TX | RA | APPROVED | 2019-05-13 |
| VA | RA | APPROVED | 2018-04-09 |
Branch Locations
4401 Waterfront Drive Suite 250, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services Llc | Fairfax | VA | 07/2009 | 04/2018 |
| Cary Street Partners Llc | Glen Allen | VA | 04/2018 | Present |
| Cary Street Partners Investment Advisory Llc | Glen Allen | VA | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 2004-11-05 |
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