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Current Employers
Cary Street Partners

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-31
TX RA APPROVED 2026-07-31
VA RA APPROVED 2026-07-31
  • NC RA
    APPROVED
    Since 2026-07-31
  • TX RA
    APPROVED
    Since 2026-07-31
  • VA RA
    APPROVED
    Since 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

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
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
  • 12/2006 → 07/2026
    Fidelity Brokerage Services Llc
    Morristown, NJ
  • 07/2018 → 07/2026
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 07/2026
    Fidelity Investments
    Boston, MA
  • 07/2026 → Present
    Charlottesville, VA
Previous Registrations
  • 2025-03-31 → 2026-08-12
    Palmyra, VA
    Corolla, NC
    Midlothian, VA
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Midlothian, VA
  • 2008-04-16 → 2018-07-13
    Glen Allen, VA
    Midlothian, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-19
  • S66 Uniform Combined State Law Examination
    2005-07-19
Designations
Other Names
  • Pat Mullins
  • Patrick Mullins

View on SEC IAPD

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