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Advisor at CARY STREET PARTNERS
RICHMOND, VA | Morristown, NJ
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 | Oct 22, 2025 | n/a | yes | RICHMOND, VA|Morristown, NJ | Current employment |
| TRANSCEND CAPITAL ADVISORS, LLC | Independent wealth | Jul 2, 2025 | Oct 21, 2025 | no | Bloomfield Hills, MI|MADISON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSCEND CAPITAL ADVISORS, LLC | CARY STREET PARTNERS | Oct 21, 2025 | Oct 22, 2025 | 1 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 299723:128545:NJ:2025-10-21 | Oct 21, 2025 | Oct 22, 2025 | MADISON, NJ | Firm change |