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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-11-01 |
Branch Locations
13750 San Pedro Ave Ste.940, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverstone Wealth Management, Inc. | Austin | TX | 03/2009 | Present |
| Cary Street Partners Llc | San Antonio | TX | 10/2013 | Present |
| Cary Street Partners Investment Advisory Llc | San Antonio | TX | 10/2013 | Present |
FINRA Content Committee; Qualifications exam construction and maintenance; Committee member; Washington, DC; 2003; Investment related (An industry related qualifying exam); 1 Market hour devoted to activity per month; Currently serving on the Securities Industry Essentials Exam content committee writing and reviewing test exams for clarity and accuracy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-04 |
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