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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-22 |
Branch Locations
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
1200 Mt. Kemble Avenue Suite 100, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ford Motor Company | Dearborn | MI | 07/2019 | 06/2025 |
| Pennsylvania State University | State College | PA | 08/2015 | 05/2019 |
| Transcend Capital Advisors | Madison | NJ | 06/2025 | 10/2025 |
| Cary Street Partners Investment Advisory Llc | Morristown | NJ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-10 |
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