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.

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

Apr 25, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

12

Exams

S65|S63

First exam

Apr 25, 1996

First registration

May 8, 2002

Dual registered

no

IAPD individual key

2716994

• Occurred

  May 23, 2022
  Advisor changed firm

  David Joseph Cottam left Kensington Financial Advisors Llc for Cary Street Partners (registered 2022-03-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:81ffc1a8-d6de-d9f1-83f0-984819bc7c14

First observed

May 8, 2002

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.