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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • GA RA
    APPROVED
    Since 2026-01-02
  • OH RA
    APPROVED
    Since 2025-12-26
  • NC RA
    APPROVED
    Since 2023-12-04
  • TX RA
    APPROVED
    Since 2023-12-04
  • VA RA
    APPROVED
    Since 2023-12-04
  • SC RA
    APPROVED
    Since 2023-04-26

Branch Locations

20 Mills Avenue, Greenville, SC 29605 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2007 → 02/2021
    Scott & Stringfellow, Inc.
    Greensville, SC
  • 01/2013 → 02/2021
    Bb&T Securities, Llc
    Greenville, SC
  • 02/2021 → 04/2023
    Truist Investment Services, Inc.
    Greenville, SC
  • 03/2021 → 04/2023
    Atlanta, GA
  • 04/2023 → Present
    Cary Street Partners Llc
    Richmond, VA
  • 04/2023 → Present
    Cary Street Partners Investment Advisory Llc
    Richmond, VA
Previous Registrations
  • 2021-03-02 → 2023-04-27
    Atlanta, GA
    Greenville, SC
  • 2013-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Greenville, SC
    Richmond, VA
    Richmond, VA
  • 2007-09-04 → 2013-01-02
    Scott & Stringfellow, Llc
    Greenville, SC
  • 2004-08-10 → 2007-08-31
    Bb&T Investment Services, Inc.
    Saint Petersburg, FL
    Charlotte, NC
    Seminole, FL
    Charlotte, NC
  • 2004-07-28 → 2004-08-10
    Bb&T Asset Management, Inc.
    Raleigh, NC
  • 2004-06-24 → 2004-07-29
    Bb&T Investment Services, Inc.
    Charlotte, NC
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-23
  • S66 Uniform Combined State Law Examination
    2004-06-23
Designations

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