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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2023-11-30 |
| TX | RA | APPROVED | 2013-11-01 |
Branch Locations
7801 Capital Of Texas Highway, Suite 310, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverstone Wealth Management (Fka, First Avantus Securities) | Austin | TX | 12/2000 | Present |
| Riverstone Insurance Agency (Fka, 1St Avantus Ins. Agency) | Austin | TX | 03/2001 | Present |
| Cary Street Partners Llc | Austin | TX | 10/2013 | Present |
| Cary Street Partners Investment Advisory Llc | Austin | TX | 10/2013 | Present |
OWNER OF RENTAL PROPERTIES SINCE 01/2000, DEVOTING APPROX 1 HR PER MONTH DURING TRADING HOURS. DUTIES INCLUDE RECORD KEEPING, MANAGING PROPERTIES, AND COORDINATING MAINTENANCE AND REPAIRS. Trustee/Executor Position, Investment Related, Serve as estate Trustee/Executor if all others are deceased, Contingent Executor/Truestee, 2022-08-16,0 hours per month,0 hours per month during trading hours, Potential Fee Based Compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-12 |
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