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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 | 2021-09-22 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Bokeelia, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Clearwater | FL | 02/2015 | 05/2022 |
| Raymond James Financial Services Advisors Inc. | New York | NY | 02/2015 | 12/2016 |
| Steward Partners Investment Advisory, Llc | Bokeelia | FL | 01/2016 | Present |
| Steward Partners Global Advisory, Llc | Bokeelia | FL | 02/2015 | Present |
| Steward Partners Investment Solutions, Llc | Bokeelia | FL | 05/2022 | Present |
1) Steward Partners Investment Advisory, LLC. - Investment related: Yes. Address: Clearwater, FL. Nature of the business: Independent RIA. Position: Registered Support Staff. Start Date: 1/2016. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Support advisory services for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-17 |
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