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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-30 |
| VA | RA | APPROVED | 2022-09-22 |
Branch Locations
4401 Waterfront Drive Suite 250, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sima Financial Group | Richmond | VA | 08/2016 | 09/2017 |
| Unemployed | Richmond | CA | 09/2017 | 10/2017 |
| Raymond James Financial Services, Inc | Henrico | VA | 11/2017 | 09/2021 |
| Raymond James Financial Services Advisor, Inc | Henrico | VA | 11/2017 | 09/2021 |
| Union Bank & Trust | Glen Allen | VA | 11/2017 | 05/2019 |
| Atlantic Union Bank | Glen Allen | VA | 05/2019 | 07/2022 |
| Dixon, Hubard, Feinour & Brown, Inc. | Glen Allen | VA | 09/2021 | 07/2022 |
| Cary Street Partners Llc | Glen Allen | VA | 07/2022 | Present |
| Cary Street Partners Investment Advisory Llc | Glen Allen | VA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-30 |
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