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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-29 |
| VA | RA | APPROVED | 2019-01-16 |
Branch Locations
250 Executive Center Parkway, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fredericksburg | VA | 04/2016 | 06/2017 |
| Ainsworth Pet Nutrition | Meadville | PA | 06/2017 | 08/2017 |
| Cary Street Partners Llc | Fredericksburg | VA | 06/2018 | Present |
| Cary Street Partners Llc | Fredericksburg | VA | 08/2017 | 11/2017 |
| Unemployed | Fredericksburg | VA | 11/2017 | 06/2018 |
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:5 Number of Hours devoted to other business during securities trading hours:5 Description of duties related to other Business:Adjunct Professor of Personal Finance 320 course for compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-17 |
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