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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 | 2026-02-06 |
| LA | RA | APPROVED | 2026-02-06 |
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
1000 Se Monterey Commons Blvd Suite 202, Stuart, FL 34996 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Stuart | FL | 03/2012 | 01/2026 |
| Steward Partners Global Advisory, Llc | Stuart | FL | 02/2026 | Present |
| Steward Partners Investment Advisory, Llc | Stuart | FL | 02/2026 | Present |
| Steward Partners Investment Solutions, Llc | Stuart | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-01 |
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