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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 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Stuart | FL | 09/2007 | 02/2017 |
| Raymond James & Associates, Inc. | Stuart | FL | 02/2017 | 02/2026 |
| 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 |
(1)Name of Business: McMasters Gallery & Studios; City/State: Port Saint Lucie, FL; Activity Type: Business Ownership; Position/Title: Owner/Operator/President; Investment Related: No; Start Date: 01/01/2000; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: Oversee day to day operations as well as provide the services as a photographer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-20 |
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