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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2024-12-13 |
| FL | RA | APPROVED | 2022-01-28 |
Branch Locations
Port Charlotte, FL • 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 |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 05/2016 | 04/2018 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 04/2018 | 01/2022 |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 04/2018 | 01/2022 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 01/2022 | 05/2022 |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 01/2022 | Present |
| Steward Partners Investment Advisory Llc | Clearwater | FL | 01/2022 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2022 | Present |
Name of Business: Steward Partners Investment Advisory LLC Address: 600 Cleveland St Ste 1150, Clearwater, FL, 33755-4157, United States Activity Type: Independent RIA Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/18/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance and Annuity Supervisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-26 |
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