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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-10 |
Branch Locations
1000 Winchester Street Suite 300, Fredericksburg, VA 22401 • United States
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Fredericksburg | VA | 08/2014 | 05/2020 |
| Fahrenheit 132 | Fredericksburg | VA | 06/2020 | 07/2020 |
| Fahrenheit 132 | Fredericksburg | VA | 06/2021 | 07/2021 |
| Atlantic Union Bank | Fredericksburg | VA | 05/2022 | 08/2022 |
| Pbmares Wealth Management | Fredericksburg | VA | 06/2023 | 08/2023 |
| Christopher Newport University | Newport News | VA | 08/2021 | 05/2024 |
| Christopher Newport University | Newport News | VA | 06/2020 | 05/2024 |
| Pbmares Wealth Management Llc | Fairfax | VA | 07/2024 | 12/2025 |
| Pbmares Wealth Management Llc | Fairfax | VA | 07/2024 | 12/2025 |
| Gastroenterology Associates Of Fredericksburg | Fredericksburg | VA | 06/2019 | 08/2019 |
| Gastroenterology Associates Of Fredericksburg | Fredericksburg | VA | 06/2017 | 08/2017 |
| Cary Street Partners | Richmond | VA | 05/2026 | Present |
| Apella Wealth | West Hartford | CT | 12/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-04 |
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