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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-06 |
| TX | RA | APPROVED | 2013-12-06 |
Branch Locations
7000 N. Mopac Expy Suite 150, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners Llc | Austin | TX | 12/2013 | Present |
| Cary Street Partners Investment Advisory Llc | Austin | TX | 12/2013 | Present |
Barton Hilltop Homeowners Association. Residential HOA. President & Treasurer. Austin, TX. 2010. Exercises control over Entity's assets. 1 Market Hour and 1 Non-Market hour devoted to activity per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-24 |
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