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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-19 |
Branch Locations
1000 Winchester Street Suite 300, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2023 | 04/2025 |
| Stafford County Public Schools | Stafford | VA | 08/2016 | 06/2023 |
| Self Employed Music Lesson Instructor | Fredersickburg | VA | 01/2023 | Present |
| Robersons Music | Fredericksburg | VA | 08/2016 | 12/2021 |
| University Of Mary Washington | Fredericksburg | VA | 08/2020 | 05/2023 |
| Cary Street Partners Investment Advisory Llc | Fredericksburg | VA | 04/2025 | Present |
| Cary Street Partners Llc | Fredericksburg | VA | 04/2025 | Present |
Private Music Instructor, Non-Investment related, I drive to the houses of my students, Duties: I teach private music lessons to musicians in the Stafford area weekly, Start date: 08/01/2016, 2 hours/month, Yearly Compensation: $5000;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-13 |
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