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Advisor at CARY STREET PARTNERS
Roanoke, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CARY STREET PARTNERS | Bd affiliated wealth | Sep 15, 2022 | n/a | yes | Roanoke, VA | Current employment |
| DIXON, HUBARD, FEINOUR & BROWN, INC. | Former SEC adviser | Oct 4, 2021 | Sep 15, 2022 | no | RICHMOND, VA | Previous registration |
| OLD DOMINION CAPITAL MANAGEMENT INC. | Former SEC adviser | Apr 21, 2021 | Oct 4, 2021 | no | CHARLOTTESVILLE, VA|ROANOKE, VA | Previous registration |
| ESI FINANCIAL ADVISORS | Independent wealth | Nov 22, 2019 | Apr 13, 2021 | no | ROANOKE, VA | Previous registration |
| ESI FINANCIAL ADVISORS | Independent wealth | Feb 12, 2013 | Dec 31, 2017 | no | ROANOKE, VA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 20, 2005 | Feb 24, 2011 | no | ROANOKE, VA|ROANOKE, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIXON, HUBARD, FEINOUR & BROWN, INC. | CARY STREET PARTNERS | Sep 15, 2022 | Sep 15, 2022 | 0 | Firm change | RIA to ibd |
| OLD DOMINION CAPITAL MANAGEMENT INC. | DIXON, HUBARD, FEINOUR & BROWN, INC. | Oct 4, 2021 | Oct 4, 2021 | 0 | Channel change | RIA to RIA |
| ESI FINANCIAL ADVISORS | OLD DOMINION CAPITAL MANAGEMENT INC. | Apr 13, 2021 | Apr 21, 2021 | 8 | Firm change | Ibd to RIA |
| EQUITABLE ADVISORS, LLC | ESI FINANCIAL ADVISORS | Feb 24, 2011 | Feb 12, 2013 | 719 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110777:128545:VA:2022-09-15 | Sep 15, 2022 | Sep 15, 2022 | RICHMOND, VA | Firm change |
| 105244:110777:VA:2021-10-04 | Oct 4, 2021 | Oct 4, 2021 | ROANOKE, VA | Firm change |