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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-15 |
Branch Locations
2820 Selwyn Avenue Suite 525, Charlotte, NC 28209 • United States
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willingdon Wealth Management Inc. | Huntersville | NC | 11/2003 | 07/2020 |
| Exencial Wealth Advisors | Oklahoma City | OK | 06/2020 | Present |
| Cary Street Partners | Charlotte | VA | 05/2026 | Present |
KAYES BOOKS - 13213 DAVIDSON PARK DR., DAVIDSON, NC 28036; NOT INVESTMENT RELATED; AUTHOR/BLOG; STARTED APRIL 2023; 10 HOURS/MONTH, 2 HOURS/TRADING HOUR; WRITING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-25 |
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