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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-08 |
| FL | RA | APPROVED | 2018-04-03 |
Branch Locations
600 Cleveland Street Suite 1150, Clearwater, FL 33755 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Clearwater | FL | 11/2008 | 03/2018 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 03/2018 | 05/2022 |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 03/2018 | Present |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 04/2018 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2022 | Present |
1) Steward Partners Global Advisory Address: Clearwater, FL Nature of the Business: Support Company/DBA (Non-Owner). Position/Title: Investment Adviser Investment Related: No Start Date: 03/29/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Servicing, Advising, and working with clients to meet their financial goals. 2) Steward Partners Investment Advisory LLC - Clearwater, FL Nature of the Business: Independent RIA Position/Title: Investment Adviser Investment Related:Yes Start Date: 03/29/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Provide Advisory Services for Clients 3) Hoover Private Wealth Group. Address: 600 Cleveland St Ste 1150, Clearwater, FL. Nature of the Business: Support Company/DBA (Owner). Position/Title: Support Company/DBA (Owner). Investment Related:No. Start Date: 02/21/2019. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of duties: Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-27 |
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