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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-14 |
Branch Locations
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
7000 N. Mopac Expwy Suite 150, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Dallas | TX | 07/2017 | 04/2024 |
| Mml Investors Services | Dallas | TX | 10/2020 | 04/2024 |
| Position Apparel Llc | Los Angeles | CA | 08/2013 | 08/2017 |
| Mml, Investors | Dallas | TX | 08/2018 | 02/2019 |
| Cary Street Partners Llc | Austin | TX | 04/2024 | Present |
| Cary Street Partners Investment Advisory Llc | Richmond | VA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-01 |
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