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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-07 |
| MD | RA | APPROVED | 2026-01-05 |
| NY | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2024-12-06 |
| NC | RA | APPROVED | 2019-01-10 |
| VA | RA | APPROVED | 2007-06-22 |
Branch Locations
1000 Winchester St Suite 300, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners Llc | Fredericksburg | VA | 06/2007 | Present |
1. Sophiola. President/Owner. Fredericksburg, VA. Does not exercise control over entity's assets. Business created with his wife around his child's artwork. SEP/OCT 2017. 5-10 hours devoted to activity per month. 15-30 non-market hours. 2. Virginia Museum of Fine Arts Charitable Advisors Committee, Is Not Investment Related, Museum Ambassador, Charitable Advisor Committee Member,2019-11-18,1 hours per month,0 hours per month during trading hours, No Compensation, To advocate and be an ambassador for VMFA 3. Name: National Down Syndrome Congress Investment-related: yes ,Business Nature: National Civil Rights Disability Group; Position: Board Chair; Start Date: July, 2026 Hrs per month: 3; Hrs per month trading: 0 hours; Description: go over budgets, organization priorities, etc. 4. Other Business Name: Rappahannock Goodwill Industrials, Inc; Address: 4701 Market Street, Fredericksburg, VA 22408; Investment-Related? Yes, but does not manage assets; Nature of the Other Business: Foundation/Charitable; Position at Other Business: Board Member/Finance Committee member; Title at Other Business: Board Member; Relationship with Other Business: No; Start Date of your Relationship: 01/01/2024-01/01/2025; 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: 4; Number of Hours devoted to other business during securities trading hours: 2; Will you be compensated for the OBA?: No; Description of duties related to other Business: Board Member and also serve on Finance Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-01 |
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