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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2022-10-25 |
| NC | RA | APPROVED | 2019-01-22 |
| TX | RA | APPROVED | 2013-11-04 |
Branch Locations
7801 Capital Of Texas Highway, Suite 310, Austin, TX 78731 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners Llc | Austin | TX | 11/2013 | Present |
| Cary Street Partners Investment Advisory Llc | Austin | TX | 11/2013 | Present |
Crystal Fall Industrial Park; Investor; Leandler, TX; Investing $15K into Commercial Real Estate Development; Start date is 1/15/19; 1 Non-Market hour devoted to activity per month Heritage Grove commercial,Is Investment Related,,commercial real estate,investor,2021-11-01,0 hours per month,0 hours per month during trading hours,No Compensation Compensation,Just an investor without any of my clients involved. I will have a PPM to complete in order to participate and no compensation. this is a personal investment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-14 |
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