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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-05 |
| MD | RA | APPROVED | 2026-01-05 |
| NY | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2019-01-10 |
| TX | RA | APPROVED_RES | 2018-01-05 |
| VA | RA | APPROVED | 2007-06-22 |
Branch Locations
250 Executive Center Parkway, Fredericksburg, VA 22401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners Llc | Fredericksburg | VA | 06/2007 | Present |
1. NORTHERN NECK INSURANCE CORP.; NOT INVESTMENT RELATED; PROPERTY AND CASUALTY INSURANCE;CHAIRMAN;4/13/2020;2 HOURS PER MONTH,0 HOURS PER MONTH DURING TRADING HOURS; OTHER COMPENSATION - RETAINER AND FEE PER MEETING ATTENDED. 2.NORTHERN NECK INSURANCE CO.;INVESTOR & ADVISORY BOARD MBR.;INVSTMNT RELATED;CONTROL OF THIRD PARTY ASSETS;NO COMP;1 MRKT HR/MNTH;1 NON-MRKT HR/MNTH;START 2007;ADVISORY BOARD MBR,INVESTOR IN PETRA II AND III FUNDS. 3.RECAST ENERGY.INVESTOR;INVESTMENT RELATED;RECEIVED SHARES AS PART OF COMPENSATION FOR SELLING.4.JPDSCS,LLC (OFFICE BUILDING PURCH) A/O 1/15/2018;MEMBER; INVSTMNT RELATED; CONTROL OF ASSETS; NOT COMPENSATED; 1MRKT HR/MNTH; 1 NON-MRKT HR/MNTH. 5.6.TALLULAH LLC; INVESTMENT RELATED; EXERCISES CONTROL OVER ASSETS; NO COMPENSATION; 1 MRKT HR/MNTH & 1 NON-MRKT HR/MNTH;REAL ESTATE INVESTMENT.7.BRAGG HILL EAST LLC;PARTNER; EXERCISE CONTROL; NO COMP; REAL ESTATE INVESTMENT.8.NORTH STRATFORD CENTER BUSINESS; PARTNER; INVESTMNT RELATED; CONTROL ASSETS; NO COMP; 1 NON-MRKT HOUR/MNTH. REAL ESTATE INVESTMENT.9.LONGWOOD TWO, LLC; PARTNER; INVESTMENT RELATED; EXERCISES CONTROL; NO COMP; REAL ESTATE INVESTMENT.10. LONGWOOD LLC; PARTNER; INVESTMENT RELATED; EXERCISES CONTROL;1 NON-MRKT HR/MNTH; REAL ESTATE INVSTMNT.11.LONGWOOD THREE LLC; PARTNER;INVSTMENT RELATED; CONTROL ASSETS; NO COMP; REAL ESTATE INVESTMENT.12.LONGWOOD IV, LLC; INVSTMNT RELATED; EXERCISES CONTROL;NO COMP;1NON-MRKT HR/MNTH; REAL ESTATE INVSTMENT.13.LONGWOOD V, LLC; INVESTMENT RELATED; PARTNER; 1 NON-MRKT HR/MNTH; REAL ESTATE INVSTMNT 14. LONGWOOD VI, LLC; INVESTMENT RELATED; PARTNER; 1 NON-MRKT HR/MNTH; REAL ESTATE INVSTMNT 15. FALCON PROPERTIES LLC; PARTNER; INVSTMNT RELATED; EXERCISES CONTROL; NO COMP; 1 MRKT HOUR/MNTH; REAL ESTATE INVESTMENT. 16.CENTRAL DEPOT LLC; PARTNER;INVESTMENT RELATED; EXERCISES CONTROL OVER ASSETS; NO COMPENSATION; 1 NON-MRKT HR/MNTH; REAL ESTATE INVESTMENT. 17.CATHDOUG PROPERTIES; OWNER; INVSTMENT RELATED;EXERCISES CONTROL; NO COMP; 10 NON-MRKT HRS/MNTH; MNGMNT CO PERSONAL R/E INVSTMNTS.19.ROUTE 60 PORPERTIES LLC; PARTNER; INVSTMENT RELATED; EXERCISES CONTROL; NO COMP;1 NON-MRKT HR/MNTH; REAL ESTATE INVSTMENT; 21.SHANNON DRIVE PROPERTIES; OWNER; NO HOURS.22.SALEN FIELDS, LLC; INVSTMNT RELATED; PARTNER; REAL ESTATE. 23.TOWN SQUARE PARKING LLC; INVSTMNT RELATED; 1/1/2004; PARTNER; REAL ESTATE. 24.PIERSON DRIVE LLC; INVSTMNT RELATED; REAL ESTATE; OWNER; 25.LINGERFELT FUND II;ADVISORY CMTE MEMBER;MAY 2018; NO COMP; ACTIVITY INVSTMNT RELATED ACTIVITY 26. NAME: MCPHERSON OIL; INVESTMENT-RELATED: YES; ADDRESS: 5051 CARDINAL ST. TRUSSVILLE, AL 35173; NATURE: DISTRIBUTOR OF OIL AND GAS; POSITION/TITLE: BOARD OF DIRECTORS MEMBER; START DATE: 11/08/2023; HOURS PER MONTH: 5; HOURS DURING TRADING HOURS: 0; DUTIES: OVERSIGHT OF OIL AND GAS OPERATIONS TO INCLUDE STRATEGIC PLANNING AND M&A ACTIVITY.27. NAME: MURPHY FAMILY TRUST - DONOR ADVISED FUND TRUST PROTECTOR; INVESTMENT-RELATED: YES; ADDRESS: PO BOX 3785 FREDERICKSBURG, VA 22402; NATURE: DONOR ADVISED FUND; POSITION/TITLE/RELATIONSHIP: TRUST PROTECTOR; START DATE: 01/02/2021; HOURS/MONTH: 1; HOURS/MONTH - TRADING: 0; OTHER: RELATIONSHIP WITH TRUSTEE IS PERSONAL AND PREDATES CSP EMPLOYMENT 28. "SMITHSONIA, LLC",IS INVESTMENT RELATED,,REAL ESTATE,OWNER,2022-01-01,1 HOURS PER MONTH,0 HOURS PER MONTH DURING TRADING HOURS,NO COMPENSATION COMPENSATION,RENTAL PROPERTY; 29. 26455 NEWBANKS ROAD, LLC; REAL ESTATE; OWNER; 5/13/2021; 0 HRS; 30. SPS LAND, LLC; 307 AMELIA ST., FREDERICKSBURG, VA 22401; REAL ESTATE; OWNER; 10/6/2015; 31. TURNER STREET LAND, LLC; 307 AMELIA ST.; YES; REAL ESTATE; PARTNER OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-08 |
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