Richard Boatwright Alexander

Current Employers

Employment History

• 12/2013 → 03/2018
  Valmark Securities, Inc.
  Akron, OH
• 05/2018 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hendersonville, NC
• 06/2018 → 06/2022
  Bank Of America, N.A.
  Hendersonville, NC
• 06/2022 → Present
  Steward Partners Global Advisory, Llc
  Hendersonville, NC
• 06/2022 → Present
  Steward Partners Investment Solutions, Llc
  Hendersonville, NC
• 06/2022 → Present
  Steward Partners Investment Advisory, Llc
  Hendersonville, NC

Previous Registrations

• 2018-07-23 → 2022-06-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hendersonville, NC
• 2013-03-07 → 2013-12-11
  Wells Fargo Clearing Services, Llc
  Hendersonville, NC
  Greenville, SC
• 2010-07-16 → 2012-02-01
  Northwestern Mutual Investment Services, Llc
  Charlotte, NC
  Charlotte, NC

Other Businesses

1) FAIR PINES LIMITED PARTNERSHIP, Ridge Spring, SC 29129;NOT INV RELATED, START: 4/2000, 0 HOURS, DUTIES: NONE; REAL ESTATE HOLDING PARTNERSHIP; LIMITED PARTNER; ABSENTEE OWNER; 2) NOV15 LLC; Investment related: NO; Address of business: Hendersonville, North Carolina, 28791; Nature of business: Limited Liability Company; Position, title, association: Owner; Start date of relationship: 4/1/2022; Number of hours devoted: 10 hour(s) Yearly; Number of hours devoted during trading hours: 0; Duties: , The LLC will own the commercial real estate property. My role will be ownership only. 3) Name of Outside Activity: Henderson County Chamber of Commerce; Nature of Business: Civic organization that supports and advocates for local businesses in Henderson County, NC; City, State: Hendersonville, NC; Position/Title: Chairman; List of Duties: Run the committees, take notes, collaborate with the President of the Chamber of Commerce, attend Chamber events; Start date: 01/01/2025;

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-20
• S63 Uniform Securities Agent State Law Examination
  2002-03-28

Designations

Other Names

• Richard B Alexander
• Richard Boatwright Alexander
• Richard Boatwright Alexander
• Boaty Alexander
• Boaty Boatwright Alexander
• Richard Alexander