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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 | 2026-02-05 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
1000 Se Monterey Commons Blvd Suite 202, Stuart, FL 34996 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Stuart | FL | 08/2011 | 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: DZC Holdings LLC; City/State: Stuart, FL; Activity Type: Business Ownership; Position/Title: Managing Member; Investment Related: No; Start Date: 12/06/2017; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: Managing member with minimal involvement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-21 |
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