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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-05 |
| TX | RA | APPROVED | 2019-02-25 |
Branch Locations
677 Broadway 12Th Floor, Albany, NY 12207 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Schenectady, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Schenectady | NY | 03/2012 | 12/2018 |
| Raymond James Financial Services | Albany | NY | 01/2019 | 05/2022 |
| Steward Partners Global Advisory, Llc | Albany | NY | 01/2019 | Present |
| Steward Partners Investment Advisory Llc | Albany | NY | 01/2019 | Present |
| Steward Partners Investment Solutions, Llc | Albany | NY | 05/2022 | Present |
(1) Name of Business: Haase Family Advisors Address: 677 Broadway Fl 12, Albany, NY, 12207, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/13/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial advisor (2) Name of Business: Steward Partners Global Advisory Address: 677 Broadway Fl 12, Albany, NY, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 07/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Install insurance products listed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-25 |
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