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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-01-22 |
| TX | RA | APPROVED | 2013-12-06 |
Branch Locations
7801 Capital Of Texas Highway, Suite 310, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners Llc | Austin | TX | 12/2013 | Present |
| Cary Street Partners Investment Advisory Llc | Austin | TX | 12/2013 | Present |
(1) - TEACH TRANSFORM, INC (WIFE'S EDUCATIONAL PUBLISHING/CONSULTING BUSINESS), UNPAID BOARD MEMBER, LOCATION: AUSTIN TX, START DATE: 9/1/14, NOT INVESTMENT RELATED AND NO CONTROL OVER 3RD PARTY ASSETS, 0 MARKET HOURS DEVOTED AND 10 NON MARKET HOURS DEVOTED, PROVIDE BUSINESS ADVICE, COACHING AS NEEDED; SIGN DOCUMENTS OR SIGN FOR DELIVERIES IF WIFE IS OUT OF TOWN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-15 |
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