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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-02 |
| OH | RA | APPROVED | 2025-12-26 |
| NC | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED | 2023-12-04 |
| VA | RA | APPROVED | 2023-12-04 |
| SC | RA | APPROVED | 2023-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Inc. | Greensville | SC | 09/2007 | 02/2021 |
| Bb&T Securities, Llc | Greenville | SC | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Greenville | SC | 02/2021 | 04/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 04/2023 |
| Cary Street Partners Llc | Richmond | VA | 04/2023 | Present |
| Cary Street Partners Investment Advisory Llc | Richmond | VA | 04/2023 | Present |
WAKEMEN HOLDINGS POSITION: Owner NATURE: Wakeman Holdings is an LLC that holds income properties. All properties are professional managed by a property manager. All work is organized and completed through property manager. Only outside duties I perform are paying the taxes/insurance on an annual basis. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/08/2013 ADDRESS: 700 Byrd Blvd, Greenville SC 29605, United States DESCRIPTION: I research and purchase rental properties inside the LLC. GREENVILLE PROPERTY SOLUTIONS POSITION: owner NATURE: GPS LLS is a holding company for residential real estate holdings. We purchase and rent out houses in the upstate of SC. GPS is owned 50% by Wakemen Holdings (my other real estate LLC)and 50% by my partner. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016 ADDRESS: 700 Byrd Blvd, Greenville SC 29605, United States DESCRIPTION: 50% co-owner of LLC that purchases and leases out rental properties. The properties are all professionaly managed by a property manager. My involvement is limited to finding and purchasing said properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-23 |
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