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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 | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
19500 State Hwy 249 Suite 150, Houston, TX 77070 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Houston | TX | 10/2015 | 09/2025 |
| Raymond James Financial Services Advisors Inc. | Houston | TX | 10/2015 | 09/2025 |
| Lancaster Wealth Management | Houston | TX | 10/2015 | 09/2025 |
| Steward Partners Investment Solutions, Llc | Houston | TX | 09/2025 | Present |
| Steward Partners Investment Advisory, Llc | Houston | TX | 09/2025 | Present |
| Stewart Partners Global Advisory, Llc | Houston | TX | 09/2025 | Present |
(1) LANCASTER WEALTH MANAGEMENT, NON-INVESTMENT RELATED SUPPORT COMPANY, HOUSTON, TX, STARTED 10/2015, OWNER, 0 HOURS DEVOTED/MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-30 |
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