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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-03-24 |
| TX | RA | APPROVED | 2017-03-21 |
| FL | RA | APPROVED | 2017-03-07 |
Branch Locations
Belleair Bluffs, FL • United States
600 Cleveland Street Suite 1150, Clearwater, FL 33755 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Clearwater | FL | 05/2002 | 01/2017 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 01/2017 | 05/2022 |
| Steward Partners Investment Advisory Llc | Clearwater | FL | 01/2017 | Present |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 01/2017 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2022 | Present |
(1) Name of Business: Hibbard Wealth Management Group Address: 600 Cleveland St Ste 1150, Clearwater, FL, 33755, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/28/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2) Name of Business: STEWARD PARTNERS GLOBAL ADVISORY Address: 600 Cleveland St Ste 1150, Clearwater, FL, 33755, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes; Start Date: 06/13/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: INSTALL INSURANCE PRODUCTS LISTED (3) Name of Business: Steward Partners Investment Advisory LLC Address: 600 Cleveland St Ste 1150, Clearwater, FL, United States Activity Type: Independent RIA Position/Title: Investment Related: No Start Date: 01/26/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor for my book of clients (4) Name of Business: Mortan Plant Hospital Finance Committee; City/State: Clearwater, FL; Activity Type: Board Membership; Position/Title: Member; Investment related: No; Start date: 01/01/2025; 8HRS/MO devoted to this activity; 0 HRS/MO devoted during business hours; Description of duties: Advisory committee to board of trustees. (5) Name of Business: Ruth Eckerd Hall; City/State: Clearwater, FL; Activity Type: Board Membership; Position/Title: Board Member; Investment related: No; Start Date: 02/24/2025; 2 HRS/MO devoted to this activity; 2 HRS/MO devoted during business hours; Description of duties: Advisory in nature to staff, helping guide decisions of the hall, approving budgets, supporting education programs, strategic planning efforts. (6) OBA Type: Board/Committee Membership; Name of Activity: Amplify Clearwater; Nature of Business: Regional Chamber of Greater Clearwater; Position/Title: Board Member; City/State: Clearwater, FL; Duties: Help guide strategic direction of chamber and set policy for organization.; 1HR/MO devoted to activity; 1HR/MO devoted during business hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-06 |
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