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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-01 |
| NC | RA | APPROVED | 2026-01-01 |
| VA | RA | APPROVED | 2023-08-08 |
Branch Locations
2101 Parks Avenue Suite 800, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Middle/High School | Midlothian | VA | 08/2013 | 05/2018 |
| Unemployed | Moseley | VA | 05/2018 | 08/2018 |
| Swift Creek Presbyterian Church | Moseley | VA | 06/2019 | 08/2019 |
| Student - Liberty University | Lynchburg | VA | 08/2018 | 06/2021 |
| Asset Planning Corporation | Knoxville | TN | 06/2021 | 08/2023 |
| Cary Street Partners Advisory Llc | Richmond | VA | 08/2023 | Present |
- No name of business, Volleyball tournaments on the weekend - It is not investment related - 707 Tilden Place, Virginia Beach, VA 23454 - Athletic Competition - Volleyball Player - 06/2021 - 25 hours a month - Zero hours during trading hours (Weekend only) - Play volleyball in tournaments. Sometimes received reward money.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-23 |
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