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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 | 2025-01-03 |
| ME | RA | APPROVED | 2023-05-04 |
| VA | RA | APPROVED | 2021-04-01 |
| DC | RA | APPROVED | 2016-05-12 |
| MD | RA | APPROVED | 2016-03-30 |
Branch Locations
1800 Tysons Blvd Suite 360, Mclean, VA 22102 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Washington | DC | 03/2016 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Mclean | VA | 03/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Washington | DC | 03/2016 | 05/2022 |
| Steward Partners Global Advisory, Llc | Mclean | VA | 03/2016 | Present |
| Steward Partners Investment Solutions, Llc | Mclean | VA | 05/2022 | Present |
(2)Name of Business: Steward Partners Global Advisory Address: 1776 I St NW Ste 700, Washington, DC, 20006, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/08/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Install insurance products listed (3)Name of Business: Steward Partners Investment Advisory LLC Address: 1776 I St NW Ste 700, Washington, DC, United States Activity Type: Independent RIA Position/Title: Investment Related: No Start Date: 03/16/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: provide Advisory services for clients (4)Name of Business: The Verus Team Address: 1776 I St NW Ste 700, Washington, DC, 20006, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/10/2016 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 (5)Name of Business: Trust Address: 1776 I St NW Ste 700, Washington, DC, United States Activity Type: Control Person Position/Title: Trustee Investment Related: No Start Date: 05/12/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Successor trustee (6) Name of Business: Arlington Soccer Association; Address: 5210 Wilson Blvd., Arlington, VA; Activity Type: Board/Committee Membership; Position/Title: Rec Committee Chair; Investment Related: No; Start Date: 07/23/2024; Hours per month devoted to this business: 6; Hours per month devoted to this business during trading hours: 0; Description of duties: Chair meeting of Rec Committee, serve on ASA Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-14 |
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