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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 | 2020-07-07 |
| TX | RA | APPROVED | 2020-07-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Clearwater | FL | 07/2001 | 07/2020 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 07/2020 | 05/2022 |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 07/2020 | Present |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 07/2020 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2022 | Present |
1) Steward Partners Investment Advisory, LLC. Investment related. Investment advisory firm. Clearwater, FL. Started: 07/2020. 0 hrs. per month, 0 during trading hrs. Investment Advisor Rep. 2) Name of Business : Steward Partners Global Advisory Address: 600 Cleveland St Ste 1150,Clearwater, FL Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/04/2020 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 3 Description of duties: Install insurance products listed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-12 |
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