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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-02 |
Branch Locations
4401 Waterfront Drive Suite 250, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Resource Group | Richmond | VA | 02/2021 | 12/2021 |
| Securian Financial Services Inc | St Paul | MN | 02/2021 | 12/2021 |
| Minnesota Life Insurance Co | St Paul | MN | 02/2021 | 12/2021 |
| Virginia Tech | Blacksburg | VA | 08/2014 | 12/2020 |
| Brown Harris Wealth Management | Culpeper | VA | 06/2017 | 08/2017 |
| Mossneck | Fredericksburg | VA | 06/2018 | 08/2018 |
| Mosquito Joe | Stafford | VA | 07/2019 | 12/2020 |
| Symmetry Financial Group | Richmond | VA | 01/2022 | 04/2022 |
| Grafana Labs | Fredericksburg | VA | 04/2022 | 05/2023 |
| Hunter Engineering | Fredericksburg | VA | 08/2023 | 12/2023 |
| Mce Llc | Fredericksburg | VA | 02/2024 | Present |
| Cary Street Partners | Richmond | VA | 06/2024 | Present |
| Cary Street Partners Investment Advisory Llc | Glen Allen | VA | 06/2024 | Present |
MCE LLC 1717 W 34th St, Houston TX 77018 Social Media Manager, managing database of leads and running accounts for the company. Started in 02/2024 20 hours a month, none of which are during securities trading hours NOT investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
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