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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 | 2025-01-07 |
| NH | RA | APPROVED | 2019-11-01 |
Branch Locations
1155 Elm Street 4Th Floor, Manchester, NH 03101 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Newmarket, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 10/2006 | 11/2019 |
| Bank Of America, N.A. | Manchester | NH | 09/2009 | 11/2019 |
| Raymond James Financial Services, Inc. | Manchester | NH | 11/2019 | 05/2022 |
| Steward Partners Investment Advisory Llc | Manchester | NH | 11/2019 | Present |
| Steward Partners Investment Solutions, Llc | Manchester | NH | 05/2022 | Present |
| Steward Partners Global Advisory, Llc | Manchester | NH | 11/2019 | Present |
1) The Taube Wealth Management Group. Address: Manchester, NH Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 11/01/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-22 |
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