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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-02 |
| CT | RA | APPROVED | 2025-12-26 |
| PA | RA | APPROVED | 2025-12-26 |
| CA | RA | APPROVED | 2025-12-24 |
| TX | RA | APPROVED_RES | 2023-12-05 |
| NC | RA | APPROVED | 2023-12-04 |
| VA | RA | APPROVED | 2023-12-04 |
| NJ | RA | APPROVED | 2023-07-21 |
| NY | RA | APPROVED | 2023-07-21 |
Branch Locations
1200 Mount Kemble Ave. Suite 100, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wayne | NJ | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wayne | NJ | 11/2016 | 07/2023 |
| Cary Street Partners Llc | Morristown | NJ | 07/2023 | Present |
| Cary Street Partners Investment Advisory Llc | Morristown | NJ | 07/2023 | Present |
1). ONEPFAKINDDANGLEZ; NOT INVESTMENT RELATED; SUMMIT,NJ; 100% OWNERSHIP; START DATE 12/05/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; SELLING INEXPENSIVE HAND CRAFTED EARRINGS. 2). Executor of Estate for Client Other Business Name: See Above Address: Summit, NJ Investment-Related?Yes Position/Title/Nature: Executor Relationship with Other BusinessSon-in-Law Start Date of your Relationship:4/2/2024 Approximate Hours/Month devoted to other business:10 Number of Hours devoted to other business during securities trading hours:1 Description of duties related to other Business:Todd is compensated for his role as Executor of the Estate of his deceased Mother-in-Law.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-27 |
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