Best Investors
Account
Sign in
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-01 |
| TX | RA | APPROVED | 2022-01-07 |
| NC | RA | APPROVED | 2018-12-12 |
| VA | RA | APPROVED | 2009-07-31 |
Branch Locations
143 West Main St., Abingdon, VA 24210 • 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 Llc | Abingdon | VA | 07/2009 | Present |
1.BARTER THEATRE FOUNDATION. BOARD MEMBER. ABINGDON, VA. NOT INVESTMENT RELATED. HAS CONTROL OF THIRD PARTY ASSETS. NO COMPENSATION. START DATE: 2009. 3 MARKET HOUR/MONTH. 5 NON-MARKET HOUR /MONTH. BOARD MEMBER OF THE BARTER THEATRE-STATE THEATER OF VIRGINIA. ACTIVITIES INCLUDE CHAIRMAN OF THE FINANCE COMMITTEE AND TREASURER OF THE FOUNDATION. NO DISCRETIONARY AUTHORITY OVER FOUNDATION ASSETS BUT WORK WITH STAFF AND BOARD TO OPERATE THE THEATRE AND MEET MONTHLY WITH STAFF AND COMMITTEES OVERSEEING THE THEATRES OPERATION. 2.JOHNSTON MEMORIAL HOSPITAL. FINANCIAL COMMITTEE. ABINGDON, VA. NOT INVESTMENT RELATED. HAS CONTROL OF THIRD PARTY ASSETS. NO COMPENSATION. START DATE: 2009. 1 MARKET HOUR/MONTH. 1 NON-MARKET HOUR /MONTH. ATTEND MONTHLY FINANCE COMMITTEE MEETINGS OF LMH. ASSIST IN PLANNING AND LOCAL OVERSIGHT OF HOSPITALS FINANCE COMMITTEE. APPROVE BUDGET AND OTHER FINANCIAL MATTERS BROUGHT BEFORE THE COMMITTEE. 3. Other Business Name: VA Highlands Community College Educational Foundatoin, Inc. Address:100 VA Highlands Community College Drive, Abingdon, VA 24210 Investment-Related?No Nature of the Other Business:Private Company Postion at Other Business:Foundation Trustee Title at Other Business:Foundation Trustee Relationship with Other BusinessNo Start Date of your Relationship:2/1/2025 Will be providing Investment Advice as part of Role?:No Will be involved in the handling of the entity's funds, securities, investments, or like?:No Approximate Hours/Month devoted to other business:0.5 Number of Hours devoted to other business during securities trading hours:0.5 Will you be compensated for the OBA?:No Description of duties related to other Business:Foundation Trustee 4.Other Business Name: Barter Theatre Foundation Address:127 W. Main Street, Abingdon, VA 24211 Investment-Related?No Nature of the Other Business:Private Company Postion at Other Business:President of Foundation Title at Other Business:President of Foundation Relationship with Other BusinessNo Start Date of your Relationship:2/7/2025 Will be providing Investment Advice as part of Role?:No Will be involved in the handling of the entity's funds, securities, investments, or like?:Yes Approximate Hours/Month devoted to other business:10 Number of Hours devoted to other business during securities trading hours:2 Will you be compensated for the OBA?:No Description of duties related to other Business:Appointed President of the Barter Theatre Foundation Board of Trustees-state theatre of VA. Responsibilities include conducting quarterly meetings of the Foundation and committees. "Ambassador" role for the Theatre in surrounding community
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-27 |
Reach out to this advisor