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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-03-20
TX RA APPROVED 2024-03-15
VA RA APPROVED 2024-03-15
  • LA RA
    APPROVED
    Since 2024-03-20
  • TX RA
    APPROVED
    Since 2024-03-15
  • VA RA
    APPROVED
    Since 2024-03-15

Branch Locations

1214 Progressive Drive Suite 200, Chesapeake, VA 23320 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Leesburg, VA • United States

Chesapeake, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Chesapeake VA 07/2016 03/2024
Raymond James Financial Services Advisors Inc. Chesapeake VA 07/2016 03/2024
Freedom Street Partners, Llc Chesapeake VA 08/2018 03/2024
Steward Partners Global Advisory Chesapeake VA 12/2023 Present
Steward Partners Investment Solutions, Llc Chesapeake VA 03/2024 Present
Steward Partners Investment Advisory, Llc Chesapeake VA 03/2024 Present
  • 07/2016 → 03/2024
    Raymond James Financial Services, Inc.
    Chesapeake, VA
  • 07/2016 → 03/2024
    Chesapeake, VA
  • 08/2018 → 03/2024
    Freedom Street Partners, Llc
    Chesapeake, VA
  • 12/2023 → Present
    Steward Partners Global Advisory
    Chesapeake, VA
  • 03/2024 → Present
    Steward Partners Investment Solutions, Llc
    Chesapeake, VA
  • 03/2024 → Present
    Chesapeake, VA
Previous Registrations
Other Businesses

(1) CMR Wealth Management LLC; Chesapeake, VA; Business Owner; Position/Title: Other; Investment Related: No; SD: 02/16/2018; HPM: 0-1; HPM during trading hours: 0-1; DOD: Owner/ NON control (2) Elan Wealth Management LLC; Southern Shores, NC; Business Owner; Position/Title: Other; Investment Related: No; SD: 06/30/2023; HPM: 0-1; HPM during trading hours: 0-1; DOD: Passive Owner (3) Freedom Street Advisors, LLC; Chesapeake, VA; Support Company - Owner; Position/Title: Other; Investment Related: No; SD: 09/18/2017; HPM: 81+; HPM during trading hours: 81+; DOD: Partner of holding company for FA business of Scott Danner, Andrew Gregory and Reed Sloat\n\nControl Person for entity (4) Freedom Street Charlotte, LLC; Chesapeake, VA; Support Company - Owner; Position/Title: Other; Investment Related: No; SD: 09/05/2018; HPM: 2-10; HPM during trading hours: 2-10; DOD: Owner and Control Person (5) Freedom Street Culpeper, LLC; Chesapeake, VA; Support Company - Owner; Position/Title: Other; Investment Related: No; SD: 06/19/2020; HPM: 2-10; HPM during trading hours: 2-10; DOD: Owner and Control Person (6) Freedom Street LLC; Chesapeake, VA; Business Ownership; Position/Title: Author, Podcast, and Consulting; Investment Related: No; SD: 07/20/2020; HPM: <4; HPM; during trading hours: <4; DOD: Owner/Manager; Author, Podcast, and Consulting. Author of Freedom Street Book. Podcast Host of the High Performance LIFE (8) Freedom Street Partners, LLC; Chesapeake, VA; Support Company - Owner; Position/Title: Other; Investment Related: No; SD: 08/31/2016; HPM: 0-1; HPM during trading hours: 0-1; DOD: owner (9) FSK Office, LLC; Culpeper, VA; Business Ownership; Position/Title: Owner; Investment Related: No; SD 08/27/2001; HPM: <4; HPM during trading hours: <4; DOD: Own building and collect rent (10) FSP Enterprise, LLC; Chesapeake, VA; Support Company - Owner; Position/Title: Other; Investment Related: No; SD 02/28/2023; HPM: 81+; HPM during trading hours: 81+; DOD: Owner/ Control Person (11) Monaco Capital Management LLC; Virginia Beach, VA; Business Owner; Position/Title: Other; Investment Related: No; SD 12/16/2022; HPM: 0-1 HPM during trading hours: 0-1 DOD: passive owner (12) SWD Holland Road, LLC; Chesapeake, VA; Real Estate for Rent/Lease; Position/Title: Owner; Investment Related: No; SD 12/31/2020; HPM: <4; HPM during trading hours: <4; DOD: Owner/Manager (13) SWD Office LLC; Chesapeake, VA; Real Estate Investment; Owner/Landlord; Investment Related: No; SD: 01/01/2011; HPM: <4; HPM during trading hours: <4; DOD: Owner (14) SWD Volvo LLC; Chesapeake, VA; Real Estate for Rent/Lease; Owner; Investment Related: No; SD: 02/01/2020; HPM: <4; HPM during trading hours: <4; DOD: Business Owner (16) LWO, LLC; SUFFOLK, VA; SUPPORT COMPANY; OWNER; INVESTMENT RELATED: No; DOD: OWNER; SD: 05/01/2018; HPM: 2-10; HPM DURING TRADING HOURS: 2-10 (17) SWD Ravenstone, LLC; Chesapeake, VA; LLC Real Estate; Managing Member; DOD: Owner/Manager; SD: 05/31/2024; HPM: 0-1; HPM during trading hours: 0; Investment-related: No (18) DSGR, LLC; Chesapeake, VA; Business Ownership; Partner/Owner; Investment-related: Yes; SD: 12/19/2021; HPM: <4; HPM during trading hours: <4; DOD: Passive owner (19) SWD Holdings, LLC; Chesapeake, VA; Business Ownership; Owner; Investment-related: No; SD: 01/18/2024; HPM: <4; HPM during trading hours: <4; DOD: Owner, LLC set up for investment holdings (20) SWD Harbour Cove, LLC; Chesapeake, VA; Real Estate for Rent/Lease; Owner; Investment-related: No; SD: 01/30/2026; HPM: <4; HPM during trading hours: <4: DOD: Owner/Manager (21) SWD Greenbrier Pointe, LLC; Chesapeake, VA; Real Estate for Rent/Lease; Owner; Investment-related: No; SD: 01/18/2024; HPM <4; HPM during trading hours: <4: DOD: Owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-08
S63 Uniform Securities Agent State Law Examination 2002-09-26
  • S66 Uniform Combined State Law Examination
    2007-01-08
  • S63 Uniform Securities Agent State Law Examination
    2002-09-26

View on SEC IAPD

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