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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-02 |
| SC | RA | APPROVED | 2025-12-24 |
| VA | RA | APPROVED | 2019-01-04 |
| NC | RA | APPROVED | 2014-02-28 |
Branch Locations
2820 Selwyn Avenue Suite 525, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners Llc | Charlotte | NC | 04/2011 | Present |
| Cary Street Partners Investment Advisory Llc | Charlotte | NC | 04/2011 | Present |
Sanders Family Trust; Trustee; Durham, NC; 2/22/2018; Not investment related; Does exercise control over entity's assets; Not compensated; 5 Market hours devoted to activity per month; as trustee of a number of family trusts, responsible for oversight of assets and determining when discretionary distributions need to be made. Meets with family regularly to review activities and make sure everyone is aware of what's going on.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-07 |
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