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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-17 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
600 Cleveland Street Suite 1150, Clearwater, FL 33755 • United States
Saint Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 08/2009 | 03/2024 |
| Wells Fargo Advisors Financial Network, Llc | St Petersburg | FL | 03/2024 | 04/2026 |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 04/2026 | Present |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 04/2026 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-13 |
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