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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-11 |
Branch Locations
6862 Elm Street Suite 205, Mclean, VA 22101 • United States
901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Tech | Blacksburg | VA | 07/2016 | 05/2020 |
| Unemployed | Blacksburg | VA | 05/2020 | 08/2020 |
| Freedom Homes | Roanoke | VA | 08/2020 | 07/2021 |
| Heritage Hall Healthcare And Rehabilitation Center | Blacksburg | VA | 07/2021 | 04/2023 |
| Intellidyne Llc | Vienna | VA | 04/2023 | 04/2026 |
| Cary Street Partners | Mclean | VA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-11 |
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