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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 | 2018-02-05 |
| MD | RA | APPROVED | 2016-07-29 |
Branch Locations
Gaithersburg, MD • United States
7550 Wisconsin Ave. Ste. 420, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Bethesda | MD | 07/2016 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Bethesda | MD | 07/2016 | Present |
| Steward Partners Global Advisory Llc | Bethesda | MD | 07/2016 | Present |
| Steward Partners Investment Solutions, Llc | Bethesda | MD | 05/2022 | Present |
1) Barberis Wealth Management Address: Bethesda, MD Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 05/15/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor 3) Name of business: Olney Terps Football U 13; City/State: Varies; Nature of Business: Football Coach; Position/Title: Coach; Start date: 08/01/2024; Not investment related; 12 Hrs/Mo devoted to this activity; 0 Hrs/Mo devoted to this activity during trading hours; description of duties; Assistant Coach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-02 |
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