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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-15 |
Branch Locations
2820 Selwyn Avenue Suite 525, Charlotte, NC 28209 • 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 |
|---|---|---|---|---|
| Composites One Llc | Lawrenceville | GA | 06/2015 | 01/2018 |
| Willingdon Wealth Management, Llc | Huntersville | NC | 01/2018 | 07/2020 |
| Exencial Wealth Advisors | Oklahoma City | OK | 06/2020 | 06/2023 |
| Cary Street Partners Investment Advisory Llc | Charlotte | NC | 09/2024 | Present |
| Unemployed | Charlotte | NC | 06/2023 | 09/2024 |
Name of Business: LOG Ventures Yes - Investment related Address: 8347 West Range Cove, Memphis, TN 38125 Nature of the business: Investment Group Position: General Partnership Start date: 05/16/2014 Hours devoted to LOG during securities trading hours: Zero Duties: No duties other than paying quarterly dues
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-23 |
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