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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-02-28
  • VA RA
    APPROVED
    Since 2023-02-28

Branch Locations

1000 Winchester Street Suite 300, Fredericksburg, VA 22401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jcpenney Fredericksburg VA 01/2016 11/2016
American Family Fitness Fredericksburg VA 11/2016 04/2017
Wawa Fredericksburg VA 04/2017 06/2017
Navy Federal Credit Union Fredericksburg VA 06/2017 06/2020
Edelman Financial Engines Alexandria VA 06/2020 11/2021
Cary Street Partners Fredericksburg VA 11/2021 Present
Germanna Community College Fredericksburg VA 08/2016 06/2017
University Mary Washington Fredericksburg VA 08/2017 05/2020
  • 01/2016 → 11/2016
    Jcpenney
    Fredericksburg, VA
  • 11/2016 → 04/2017
    American Family Fitness
    Fredericksburg, VA
  • 04/2017 → 06/2017
    Wawa
    Fredericksburg, VA
  • 06/2017 → 06/2020
    Navy Federal Credit Union
    Fredericksburg, VA
  • 06/2020 → 11/2021
    Edelman Financial Engines
    Alexandria, VA
  • 11/2021 → Present
    Fredericksburg, VA
  • 08/2016 → 06/2017
    Germanna Community College
    Fredericksburg, VA
  • 08/2017 → 05/2020
    University Mary Washington
    Fredericksburg, VA
Other Businesses

Other Business Name: University of Mary Washington Address:1301 College Avenue, Woodard Hall, COB Room 132 Investment-Related?Yes Nature of the Other Business:Educational Institution Postion at Other Business:Adjunct Professor of Personal Finance 320 course Title at Other Business:Adjunct Professor Relationship with Other BusinessEducation Services Start Date of your Relationship:8/26/2024 Approximate Hours/Month devoted to other business:25 Number of Hours devoted to other business during securities trading hours:15 Description of duties related to other Business:Adjunct Professor of Personal Finance 320 course for compensation. Other Business Name: Fredericksburg Regional Chamber of Commerce Address:1701 Fall Hill Ave, Unit 106, Fredericksburg, VA 22401 Investment-Related?Yes Nature of the Other Business:Private Company Postion at Other Business:Committee Member, Budget Analyst Title at Other Business:Committee Member, Budget Analyst Relationship with Other BusinessNo Start Date of your Relationship:2/4/2025-2/4/2026 Will be providing Investment Advice as part of Role?:No Will be involved in the handling of the entity's funds, securities, investments, or like?:Yes Approximate Hours/Month devoted to other business:3 Number of Hours devoted to other business during securities trading hours:1 Will you be compensated for the OBA?:No Description of duties related to other Business:Join the Fredericksburg Chamber as a committee member for the young professionals "Next Gen" non-profit subsidiary as their budget analyst. Will review spending and provide steering advice and participation in meetings to further community initiatives in connecting young professionals and supporting local businesses.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-14
  • S66 Uniform Combined State Law Examination
    2023-02-14
Other Names
  • Savannah Leigh John
  • Savannah L Doerr

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