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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-21 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Pennington, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2016 | 04/2023 |
| Steward Partners Global Advisory, Llc | Floram Park | NJ | 04/2023 | Present |
| Steward Partners Investment Solutions, Llc | Floram Park | NJ | 04/2023 | Present |
| Steward Partners Investment Advisory, Llc | Floram Park | NJ | 04/2023 | Present |
1) Hopewell Valley Educational Foundation; Non-Profit Educational Foundation Servicing Hopewell Valley Public Schools; Pennington, NJ; Board Member; 9/1/2018; 0-5 hours/mo not during trading hours; non-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
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