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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-09 |
| CA | RA | APPROVED | 2025-12-24 |
| NY | RA | APPROVED | 2025-12-24 |
| NC | RA | APPROVED | 2019-01-10 |
| VA | RA | APPROVED | 2019-01-08 |
| TX | RA | APPROVED | 2014-07-10 |
Branch Locations
3522 Paesanos Parkway, Suite 102, San Antonio, TX 78231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners Llc | San Antonio | TX | 07/2014 | Present |
| Cary Street Partners Investment Advisory Llc | San Antonio | TX | 07/2014 | Present |
McCasey, LLC; President; San Antonio, TX; 1/29/2015; Not investment related; Does exercise control over entity's assets; Is compensated; Hours devoted to activity per month - N/A; RV-rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-11 |
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