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RIA / WealthAdvisorCertified Financial Planner21 years in industry

John Smith McCoy

Advisor at CARY STREET PARTNERS

Charlottesville, VA

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Search this name across graphsid dfx:ria:240fa152-25f7-7686-2cfd-6259bb3d5428

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 24, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CARY STREET PARTNERS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 23, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 5
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 23, 2005
First registration: Feb 24, 2005
Dual registered: no
Other names: JUDD MCCOY|John Smith McCoy|JOHN SMITH MCCOY|John Smith McCoy
IAPD individual key: 1795007

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CARY STREET PARTNERS	Bd affiliated wealth	Jul 27, 2022	n/a	yes	Charlottesville, VA	Current employment
DIXON, HUBARD, FEINOUR & BROWN, INC.	Former SEC adviser	Oct 8, 2021	Aug 29, 2022	no	RICHMOND, VA\|CHARLOTTESVILLE, VA	Previous registration
OLD DOMINION CAPITAL MANAGEMENT INC.	Former SEC adviser	Jul 3, 2018	Oct 8, 2021	no	Arlington, VA\|CHARLOTTESVILLE, VA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 28, 2015	Jul 3, 2018	no	ANNAPOLIS, MD\|FREDERICK, MD\|ANNAPOLIS, MD	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	May 16, 2013	Apr 29, 2015	no	WASHINGTON, DC\|ANNAPOLIS, MD	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 6, 2011	Mar 5, 2013	no	MINNEAPOLIS, MN\|MCLEAN, VA\|CHARLOTTE, NC\|BETHESDA, MD	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Dec 22, 2010	Apr 27, 2011	no	PHILADELPHIA, PA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Feb 24, 2005	Sep 19, 2005	no	WASHINGTON, DC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DIXON, HUBARD, FEINOUR & BROWN, INC.	CARY STREET PARTNERS	Aug 29, 2022	Jul 27, 2022	-33	Firm change after gap	RIA to ibd
OLD DOMINION CAPITAL MANAGEMENT INC.	DIXON, HUBARD, FEINOUR & BROWN, INC.	Oct 8, 2021	Oct 8, 2021	0	Channel change	RIA to RIA
LPL FINANCIAL LLC	OLD DOMINION CAPITAL MANAGEMENT INC.	Jul 3, 2018	Jul 3, 2018	0	Firm change	RIA to RIA
ADVICE AND PLANNING SERVICES	LPL FINANCIAL LLC	Apr 29, 2015	Aug 28, 2015	121	Firm change	Other
WELLS FARGO ADVISORS	ADVICE AND PLANNING SERVICES	Mar 5, 2013	May 16, 2013	72	Firm change	Other
PNC WEALTH MANAGEMENT	WELLS FARGO ADVISORS	Apr 27, 2011	Sep 6, 2011	132	Firm change	Other
SUNTRUST INVESTMENT SERVICES, INC.	PNC WEALTH MANAGEMENT	Sep 19, 2005	Dec 22, 2010	1,920	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110777:128545:VA:2022-08-22	Aug 29, 2022	Jul 27, 2022	CHARLOTTESVILLE, VA	Firm change after gap
105244:110777:VA:2021-10-04	Oct 8, 2021	Oct 8, 2021	CHARLOTTESVILLE, VA	Firm change

Relationships

Registered with (8)

→ CARY STREET PARTNERSRegistered adviserregistration: current employment
Jul 27, 2022 to presentfactForm ADV
→ DIXON, HUBARD, FEINOUR & BROWN, INC.Registered adviserregistration: previous registration
Oct 8, 2021 to Aug 29, 2022factForm ADV
→ OLD DOMINION CAPITAL MANAGEMENT INC.Registered adviserregistration: previous registration
Jul 3, 2018 to Oct 8, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 28, 2015 to Jul 3, 2018factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
May 16, 2013 to Apr 29, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 6, 2011 to Mar 5, 2013factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 22, 2010 to Apr 27, 2011factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 24, 2005 to Sep 19, 2005factForm ADV

Dated events

Occurred
Aug 29, 2022
Advisor changed firm
John Smith Mccoy left Dixon, Hubard, Feinour & Brown, Inc. for Cary Street Partners (registered 2022-07-27)
Form ADVobserved 5 days ago