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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
5609 Patterson Ave, Richmond, VA 23226 • 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 |
|---|---|---|---|---|
| Stony Point Wealth Management, Inc. | Richmond | VA | 07/2014 | 07/2026 |
| Cary Street Partners | Richmond | VA | 07/2026 | Present |
1) Bollinger Properties LLC; Investment-related; 5609 Patterson Ave, Suite B, Richmond, VA 23226; Property Holding Company; Managing member; started 02/2021; 10 hours/month & 1 hour during trading; compensated; duties include managing properties and operations of the real estate business. 2) Daniel Properties 804 LLC: Investment-related; 5609 Patterson Ave, Richmond, VA 23226; Property Holding Company Single Members; Managing member; 20 hours/month, none during trading hours; compensated; duties include managing properties and operations of the real estate business. 3) Daniel Aesthetic Medicine LLC; Investment-related; 5609 Patterson Ave, Suite B, Richmond, VA 23226; Vice President; started 03/2026; 1 hour/month, none during trading hours; compensated; duties include managing finances of the LLC. 4) Phil & Gabe LLC; Investment-related; 5609 Patterson Ave, Suite B, Richmond, VA 23226; Residential Investment Lot; Sole member; Started 02/2025; 1 hour/month, none during trading hours; not compensated; duties include managing residential lot.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-23 |
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