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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-20 |
Branch Locations
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
5609 Patterson Ave Suite B, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stony Point Wealth Management Inc. | Richmond | VA | 08/2016 | 07/2026 |
| Cary Street Partners | Richmond | VA | 07/2026 | Present |
1. Hopechest LLC; Co-manager; Family LLC; Richmond VA, 23221; Investment Related; June 2014; 1 hours per month; 0 during trading hours. Richmond SPCA; Nonprofit; Finance Committee Chair; Richmond, VA; Investment-related; Oct 2023. 2. Bollinger Properties; Not investment-related; 5609 Patterson Ave, Suite B, Richmond, VA 23226; Member; 0 hours/month, 0 during trading; start date 02/21); duties include property management. 3. Richmond SPCA; Investment-related; 2519 Hermitage Rd, Richmond, VA 23220; Chair of the Finance Committee; Animal Rescue Organization; Duties include fiscal supervision and reporting to Board of Directors; 5 hours/month, 5 hours during trading. 4. Richmond Symphony; 612 E Grace St #401, Richmond, VA; Director; 3 hours/month, 1 hour/month; not investment-related; start date of 09/2023; duties include being a voting member. 5. Goodnight Eloise; Not investment-related; Owner; 6483 Rockfish River Road, Schuyler, Virginia 22969; 1 hours/month, 1 hour/month during trading; start date of 11/2024; duties include management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-31 |
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