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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-09-10 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
7550 Wisconsin Ave. Suite 420, Bethesda, MD 20814 • United States
Silver Spring, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bethesda | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 11/2016 | 09/2020 |
| Raymond James Financial Services, Inc. | Bethesda | MD | 09/2020 | 05/2022 |
| Steward Partners Global Advisory, Llc | Bethesda | MD | 09/2020 | Present |
| Steward Partners Investment Advisory, Llc | Bethesda | MD | 09/2020 | Present |
| Steward Partners Investment Solutions, Llc | Bethesda | MD | 05/2022 | Present |
1) Steward Partners Investment Advisory, LLC. Investment related. Investment advisory firm. Bethesda, MD. Started: 09/2020. 0 hrs. per month, 0 during trading hrs. Investment Advisor Rep. 2) Steward Partners Global Advisory, LLC. Investment related. Insurance business. Bethesda, MD. Started: 09/2020. 0 hrs. per month, 0 during trading hrs. Insurance Agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-11 |
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