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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-21 |
| NJ | RA | APPROVED | 2024-11-15 |
Branch Locations
73 Newark Pompton Turnpike 2Nd Floor, Riverdale, NJ 07457 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | New York | NY | 06/2016 | 10/2016 |
| Oppenheimer & Co. Inc. | New York | NY | 10/2016 | 06/2017 |
| Multi-Bank Securities, Inc. | Parsippany | NJ | 10/2017 | 04/2018 |
| Stonex Financial Inc. | New York | NY | 07/2018 | 02/2024 |
| Unemployed | Covenant Station | NJ | 05/2018 | 07/2018 |
| Unemployed | Covenant Station | NJ | 07/2017 | 09/2017 |
| Stonex Group Inc. | New York | NY | 07/2018 | 02/2024 |
| Ameriprise Financial Services, Llc | Riverdale | NJ | 03/2024 | 11/2024 |
| Steward Partners Global Advisory, Llc | Riverdale | NJ | 11/2024 | Present |
| Steward Partners Investment Solutions, Llc | Riverdale | NJ | 11/2024 | Present |
| Steward Partners Investment Advisory, Llc | Riverdale | NJ | 11/2024 | Present |
| Burklow & Rotella, Llc | Riverdale | NJ | 03/2024 | 11/2024 |
1) Name of outside activity: Alphasights; Nature of business: Knowledge on demand; Position/Title: Consultant; City/State: Various locations since this can be done via virtual online or by phone; List of duties: speak with and answer questions about my view on advisory services with brokerage house, banks, etc.; Start date: 04/17/2025; 1 HR/MO devoted to this activity; 0 HRS/MO devoted during business hours; Not investment related. 2) Name of Business: Dialectia; City/State: Convent Station, NJ; Activity Type: Knowledge on demand; Position/Title: Consultant; Investment-related: No; Start Date: 01/28/2026; Hours per month devoted to this business: <4; Hours per month devoted to the business during trading hours: <4; Description of duties: Speak with and answer questions about my view of advisory services with brokerage houses, banks, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-09 |
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