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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-01 |
| MD | RA | APPROVED | 2026-01-01 |
| TX | RA | APPROVED | 2023-12-04 |
| NC | RA | APPROVED | 2023-07-24 |
| VA | RA | APPROVED | 2023-01-27 |
Branch Locations
200 Garrett Street Suite L, Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearbrook Advisory Services, Llc | Belmont | NC | 07/2012 | 12/2019 |
| Royal Alliance Associates, Inc. | Tysons Corner | VA | 03/2022 | 08/2022 |
| Homemaker | Pittsburgh | PA | 01/2020 | 03/2022 |
| Cary Street Partners Investment Advisory Llc | Charlottesville | VA | 01/2023 | Present |
| Royal Alliance Associates, Inc. | Tysons Corner | VA | 08/2022 | 12/2022 |
| Signature Estate & Investment Advisors, Llc | Tysons Corner | VA | 03/2022 | 10/2022 |
| Signature Estate & Investment Advisors, Llc | Tysons Corner | VA | 10/2022 | 12/2022 |
| Cary Street Partners Llc | Richmond | VA | 12/2024 | Present |
Financial Planning Association of Central Virginia. Is Investment Related, Professional development and networking, pro bono Board Member, begin 2025-01-01,4 hours per month,0 hours per month during trading hours, No Compensation ,"Attend quarterly board meetings, quarterly member meetings and various FPA program events throughout the year. Serve as Pro Bono Committee chair. Plan and attend pro bono volunteer opportunities." Address of FPA of Central Virginia: 6200 West Club Lane, Richmond, VA, 23226
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
| S65 | Uniform Investment Adviser Law Examination | 2012-09-10 |
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