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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 | 2022-01-19 |
| NH | RA | APPROVED | 2022-01-14 |
| MA | RA | APPROVED | 2017-08-28 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
300 Brickstone Square, Suite 1006, Andover, MA 01810 • United States
Ayer, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boston | MA | 07/2003 | 04/2017 |
| Raymond James Financial Services, Inc. | Boston | MA | 04/2017 | 05/2022 |
| Stewart Partners Global Advisory, Llc | Boston | MA | 04/2017 | Present |
| Steward Partners Investment Advisory, Llc | Boston | MA | 08/2017 | Present |
| Steward Partners Investment Solutions, Llc | Boston | MA | 05/2022 | Present |
SPECTOR AND FRISCH PRIVATE WEALTH MANAGEMENT. NOT INVESTMENT RELATED. SUPPORT COMPANY/DBA (NON-OWNER). STARTED:04/2017. BOSTON, MA. 0 HRS PER MONTH. SUPPORT STAFF.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-01-26 |
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