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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 | 2026-07-23 |
| TX | RA | APPROVED_RES | 2017-04-11 |
| NH | RA | APPROVED | 2016-03-23 |
Branch Locations
145 Maplewood Avenue Suite 100, Portsmouth, NH 03801 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Portsmouth | NH | 09/2015 | 05/2022 |
| Raymond James Financial Services Advisors Inc. | Portsmouth | NH | 09/2015 | 12/2016 |
| Steward Partners Global Advisory, Llc | Portsmouth | NH | 09/2015 | Present |
| Steward Partners Investment Advisory, Llc | Portsmouth | NH | 01/2016 | Present |
| Steward Partners Investment Solutions, Llc | Portsmouth | NH | 05/2022 | Present |
1) Steward Partners Investment Advisory, LLC. - Investment related: Yes. Address: Portsmouth, NH. Nature of the business: Independent RIA. Position: Investment Advisor Representative. Start Date: 1/2016. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Provide advisory services for clients. 2) Steward Partners Global Advisory, LLC. - Investment related: Yes. Address: 29 Maplewood Ave, Ste C, Portsmouth, NH 03801. Nature of business: Non-variable insurance and annuities. Position: Agent. Start date: 9/2015. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Offer non-variable insurance, term, whole and universal life insurance, disability health, and immediate and fixed annuities. 3) Seacoast Wealth Management - Address: Portsmouth, NH, Nature of the Business: Support Company/DBA (Owner), Position/Title: Support Company/DBA (Owner), Investment Related: Yes, Start Date: 09/2018, 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-28 |
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