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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-04-01 |
| TX | RA | APPROVED | 2016-07-29 |
| DC | RA | APPROVED | 2016-06-06 |
Branch Locations
801 18Th Street Nw Suite 1000, Wahington, DC 20006 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Washington | DC | 05/2016 | 05/2022 |
| Steward Partners Global Advisory, Llc | Washington | DC | 05/2016 | Present |
| Steward Partners Investment Advisory, Llc | Washington | DC | 05/2016 | Present |
| Steward Partners Investment Solutions, Llc | Washington | DC | 05/2022 | Present |
(1)Name of Business: Ethos ESG Address: 1113 N Sycamore St, Arlington, VA, 22205, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: Yes Start Date: 09/17/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will provide them with Strategic Guidance (2)Name of Business: Passive Owner Address: 1113 N Sycamore St, Arlington , VA, 22205, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own investment real estate that is rented out to family members (3) Name of Business: Rental Real Estate Address: 1113 N Sycamore St, Arlington, VA, 22205, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/15/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4) Name of Business: Steward Partners Global Advisory Address: 1776 I St NW Ste 700, Washington, DC, 20006, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 06/14/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Install Insurance Products Listed (5) Name of Business: Steward Partners Investment Advisory LLC Address: 1776 I St NW Ste 700, Washington, DC, 20006, United States Activity Type: Independent RIA Position/Title: Partner Investment Related: Yes; Start Date: 05/25/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide advisory services for clients (6) Name of Business: The Washington Wealth Group Address: 1776 I St NW Ste 700, Washington, DC, 20006, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/24/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FA (7) Name of Business: Real Estate Rental; City/State: Amissville, VA; Activity Type: Real Estate Rental; Position/Title: Owner; Investment Related: Yes; Start Date: 11/01/2019; Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner. (8) Name of Business: PA Real Estate Rental; City/State: Broomall, PA; Activity Type: Real Estate Rental; Position/Title: Owner; Investment Related: No; Start Date: 1/1/2014; Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner. (9) Name of Business: Bethany Beach Real Estate Rental; City/State: Bethany Beach, DE; Activity Type: Real Estate Rental; Position/Title: Owner; Investment Related: No; Start Date: 03/22/2024; Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner. 10) Name of Business: Bethany Beach Condo HOA; City/State: Bethany Beach, DE: Activity Type: Board Member; Position/Title: At Large Member; Nature of Business: HOA; Duties: General Bo9ard Member Duties; Start Date: 11/25/2024; 5 HR/MO devoted to activity; 0 HRS/MO devoted during trading hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-17 |
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