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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 | 2024-03-20 |
| TX | RA | APPROVED | 2024-03-15 |
| VA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-26 |
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