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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-02 |
| VA | RA | APPROVED | 2022-09-15 |
Branch Locations
601 S. Jefferson Street Suite 410, Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-27 |
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