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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-31 |
| TX | RA | APPROVED | 2026-07-31 |
| VA | RA | APPROVED | 2026-07-31 |
Branch Locations
200 Garrett Street Suite L, Charlottesville, VA 22902 • United States
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Morristown | NJ | 12/2006 | 07/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2026 |
| Cary Street Partners | Charlottesville | VA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-19 |
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