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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-11-25 |
Branch Locations
250 Executive Center Parkway, Fredericksburg, VA 22401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners Llc | Fredericksburg | VA | 08/2015 | Present |
| Cary Street Partners Investment Advisory Llc | Fredericksburg | VA | 08/2015 | Present |
Successor Trustee, Successor Executor, Durable Power of Attorney to family member's Living Trust ,Is Investment Related. Successor Trustee, Successor Executor, and Durable Power of Attorney, 2022-06-24,0 hours per month,0 hours per month during trading hours,No Compensation. I am currently not acting (or receiving compensation at this time) in this role and the wishes of my family member(s) are to have me as act in this role in the event something were to happen to both of them prior to their children turning 18.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-23 |
| S66 | Uniform Combined State Law Examination | 2016-10-17 |
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