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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-01 |
| MD | RA | APPROVED | 2026-01-01 |
| NC | RA | APPROVED | 2026-01-01 |
| TX | RA | APPROVED | 2026-01-01 |
| VA | RA | APPROVED | 2025-07-08 |
Branch Locations
200 Garrett Street Suite L, Charlottesville, VA 22902 • 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 |
|---|---|---|---|---|
| Cary Street Partners Investment Advisory Llc | Charlottesville | VA | 06/2025 | Present |
| Cornerstone Partners | Charlottesville | VA | 12/2022 | 05/2025 |
| Institut Barcelona Estudis Internacionals | Barcelona | 09/2021 | 09/2022 | |
| Unemployed | Millington | MD | 10/2022 | 11/2022 |
| Dixon Hughes Goodman | High Point | NC | 06/2018 | 08/2018 |
| Bernard Robinson & Company | Greensboro | NC | 09/2018 | 09/2021 |
| Goodman Millwork, Inc. | Salisbury | NC | 09/2016 | 05/2018 |
| Catawba College | Salisbury | NC | 08/2013 | 05/2017 |
Name: Brooks Family YMCA Not investment related Address: 151 McIntire Park Drive, Charlottesville, VA 22902 Nature of Business: Community focused nonprofit with recreational facilities and programs Title: Group Fitness Instructor Relationship: Employee Start date: May 2025 Time: Approx 8 hours/month, not during trading hours Duties: instruct group fitness class
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
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