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Current Employers
Cary Street Partners

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-11-26
SC RA APPROVED 2024-11-26
VA RA APPROVED 2022-04-11
  • NC RA
    APPROVED
    Since 2024-11-26
  • SC RA
    APPROVED
    Since 2024-11-26
  • VA RA
    APPROVED
    Since 2022-04-11

Branch Locations

1000 Winchester Street Suite 300, Fredericksburg, VA 22401 • 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
Cary Street Partners Llc Fredericksburg VA 07/2024 Present
Cary Street Partners Asset Management Fredericksburg VA 07/2024 Present
Cary Street Partners Investment Advisory Llc Fredericksburg VA 07/2024 Present
Cary Street Partners Fredericksburg VA 07/2021 10/2022
Panda Express Christiansburg VA 11/2020 08/2021
West End Market, Virginia Tech Dining Services Blacksburg VA 08/2018 05/2021
Kroger Blacksburg VA 03/2020 11/2020
Jcpenney Chesapeake VA 06/2015 08/2018
Cary Street Partners Investment Advisory Llc Fredericksburg VA 07/2021 10/2022
Cary Street Partners Llc Fredericksburg VA 10/2022 07/2024
Cary Street Partners Investment Advisory Llc Fredericksburg VA 10/2022 07/2024
Cary Street Partners Asset Management Fredericksburg VA 10/2022 07/2024
  • 07/2024 → Present
    Cary Street Partners Llc
    Fredericksburg, VA
  • 07/2024 → Present
    Cary Street Partners Asset Management
    Fredericksburg, VA
  • 07/2024 → Present
    Cary Street Partners Investment Advisory Llc
    Fredericksburg, VA
  • 07/2021 → 10/2022
    Fredericksburg, VA
  • 11/2020 → 08/2021
    Panda Express
    Christiansburg, VA
  • 08/2018 → 05/2021
    West End Market, Virginia Tech Dining Services
    Blacksburg, VA
  • 03/2020 → 11/2020
    Kroger
    Blacksburg, VA
  • 06/2015 → 08/2018
    Jcpenney
    Chesapeake, VA
  • 07/2021 → 10/2022
    Cary Street Partners Investment Advisory Llc
    Fredericksburg, VA
  • 10/2022 → 07/2024
    Cary Street Partners Llc
    Fredericksburg, VA
  • 10/2022 → 07/2024
    Cary Street Partners Investment Advisory Llc
    Fredericksburg, VA
  • 10/2022 → 07/2024
    Cary Street Partners Asset Management
    Fredericksburg, VA
Other Businesses

Percussion Instructor for Spotsylvania County Public Schools; Non investment-related; 12301 Spotswood Furnace Road, Fredericksburg, VA, 22407; Percussion Instructor; Started 05/2026; 24 hours per month (12 hours per month during trading hours), majority of hours spent during the season (late July - early August); Description: Educating and guiding high school students participating in marching band. Specifically, teaching and educating Riverbend High School percussionists during the marching band season.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-11
  • S66 Uniform Combined State Law Examination
    2022-04-11
Designations

View on SEC IAPD

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