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Current Employers
Cary Street Partners

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-02
VA RA APPROVED 2022-09-15
  • GA RA
    APPROVED
    Since 2026-01-02
  • VA RA
    APPROVED
    Since 2022-09-15

Branch Locations

601 S. Jefferson Street Suite 410, Roanoke, VA 24011 • 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
National Financial Services Roanoke VA 01/2012 04/2021
Equity Services, Inc. Montpelier VT 02/2013 12/2017
Equity Services, Inc. Montpelier VT 11/2019 04/2021
Old Dominion Capital Management Charlottesville VA 04/2021 06/2022
Cary Street Partners Llc Roanoke VA 06/2022 Present
Cary Street Partners Investment Advisory Llc Roanoke VA 07/2022 Present
  • 01/2012 → 04/2021
    National Financial Services
    Roanoke, VA
  • 02/2013 → 12/2017
    Montpelier, VT
  • 11/2019 → 04/2021
    Montpelier, VT
  • 04/2021 → 06/2022
    Old Dominion Capital Management
    Charlottesville, VA
  • 06/2022 → Present
    Cary Street Partners Llc
    Roanoke, VA
  • 07/2022 → Present
    Cary Street Partners Investment Advisory Llc
    Roanoke, VA
Previous Registrations
  • 2021-10-04 → 2022-09-15
    Dixon, Hubard, Feinour & Brown, Inc.
    Richmond, VA
  • 2021-04-21 → 2021-10-04
    Old Dominion Capital Management Inc.
    Charlottesville, VA
    Roanoke, VA
  • 2019-11-22 → 2021-04-13
    Roanoke, VA
  • 2013-02-12 → 2017-12-31
    Roanoke, VA
  • 2005-07-20 → 2011-02-24
    Roanoke, VA
    Roanoke, VA
Other Businesses

ROANOKE COUNTY SCHOOLS, 5937 COVE ROAD NW ROANOKE, VA 24019, SOFTBALL COACH, JAN 2022- CURRENT, NOT INVESTMENT RELATED, PLAN AND RUN PRACTICE, TRAVEL WITH TEAM, RECORD KEEPING. 15HR PER MONTH, NOT DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-27
  • S66 Uniform Combined State Law Examination
    2005-05-27
Other Names
  • Buffy Jo Boyers
  • Buffy Jo Mangus

View on SEC IAPD

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