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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-02 |
Branch Locations
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
1000 Winchester Street Suite 300, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners Llc | Fredericksburg | VA | 08/2025 | Present |
| Cary Street Partners Llc | Fredericksburg | VA | 06/2025 | 08/2025 |
| Tapa Rio | Fredericksburg | VA | 05/2019 | 08/2023 |
| Salon Root | Fredericksburg | VA | 04/2021 | 03/2022 |
| Kelemen & Stephens Pllc | Fredericksburg | VA | 02/2023 | 04/2025 |
| Black Optix Tint | Fredericksburg | VA | 08/2023 | 02/2024 |
| La Petite Auberge | Fredericksburg | VA | 02/2024 | Present |
| Sam's Pizza & Subs | Fredericksburg | VA | 11/2019 | 03/2020 |
| Student | Fredericksburg | VA | 08/2015 | 11/2019 |
I am a part-time employee of La Petite Auberge as a waitress, in addition to my role as an associate at Cary Street Partners. La Petite Auberge is a restaurant located at 311 William Street. I began working there on February 21st, 2024 and work approximately 25 hours per month, which are not during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
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