Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-07 |
| CA | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2023-12-05 |
| TX | RA | APPROVED_RES | 2023-12-05 |
| VA | RA | APPROVED | 2020-07-02 |
Branch Locations
2101 Parks Avenue Suite 800, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waypoint Advisors | Virginia Beach | VA | 09/2005 | 06/2020 |
| Cary Street Partners Investment Advisory, Llc | Virginia Beach | VA | 06/2020 | Present |
Camp Foundation,Is Investment Related,,Private foundation,"Board Member; Treasurer, Chair, Finance Committee",2009-11-01,3 hours per month,0 hours per month during trading hours,No Compensation Compensation,"I serve on the Board of Directors and as Treasurer for the Camp Foundation, a private foundation supporting the Franklin, VA community. I also chair the Finance Committee, which oversees the investment manager(s) for the foundation's assets."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-11 |
Reach out to this advisor