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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 | 2023-05-04 |
| OR | RA | APPROVED | 2023-05-03 |
Branch Locations
4949 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Spring Branch, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Investment Solutions, Llc | Spring Branch | TX | 02/2009 | Present |
| Steward Partners Global Advisory, Llc | Spring Branch | TX | 04/2021 | Present |
| Steward Partners Investment Advisory, Llc | Spring Branch | TX | 05/2023 | Present |
(1) LAZY LIGHTNING, LLC; REAL ESTATE; EUGENE, OR; PARTNER; COMMUNICATION LIASON BETWEEN PARTNERS AND MANAGEMENT FIRM; 10/24/2019; <1 HRS/MONTH;0 HOURS DURING TRADING; NOT INVESTMENT RELATED. (2) Name of Business: Rental Property; City/State: Portland, OR; Activity Type: Real Estate for Rent/Lease; Position/Title: Owner; Start Date: 11/01/025; Hours per month devoted to this business: 1-2; Hours per month devoted to this business during trading hours: 0-1; Description of Duties: maintain the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-19 |
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