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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-07 |
| NC | RA | APPROVED | 2018-12-12 |
| VA | RA | APPROVED | 2018-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highlands Union Bank | Abingdon | VA | 05/1997 | 04/2018 |
| Infinex Investments, Inc. | Abingdon | VA | 06/2008 | 09/2016 |
| Lpl Financial Llc | Abingdon | VA | 09/2016 | 04/2018 |
| Cary Street Partners Llc | Abingdon | VA | 04/2018 | Present |
Sullins Academy,Is Investment Related,,Endowment/Legal Governance,Board Member,2023-06-01,2 hours per month,0 hours per month during trading hours,No Compensation ,Serving as a board member w. Board is comprised of local professionals mostly with a tie-in to the school to help manage the endowment and legal concerns governing the school. Other Business Name: The Arts Depot Address:314 Depot Square NW, Abingdon, VA 24210 Investment-Related?No Nature of the Other Business:Foundation/Charitable Postion at Other Business:Board Member, Treasurer Title at Other Business:Treasurer Relationship with Other BusinessNo Start Date of your Relationship:1/1/2025 Will be providing Investment Advice as part of Role?:No Will be involved in the handling of the entity's funds, securities, investments, or like?:No Approximate Hours/Month devoted to other business:1 Number of Hours devoted to other business during securities trading hours:0 Will you be compensated for the OBA?:No Description of duties related to other Business:Board member and Treasurer. The Arts Depot is a collective of local artists that have residence in a depot facility in Abingdon. The board helps with operations and funding through gifts, grants and some small income from the selling of merchandise and art.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-27 |
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