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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 | 2026-02-18 |
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
5810 Wilson Road Suite 150, Humble, TX 77396 • 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 |
|---|---|---|---|---|
| Great American Advisors | Austin | TX | 01/2004 | 08/2024 |
| Lincoln Investment | Humble | TX | 08/2010 | 08/2024 |
| Momentum Independent Network Inc. | Humble | TX | 08/2024 | 02/2026 |
| Steward Partners Global Advisory, Llc | Humble | TX | 02/2026 | Present |
| Steward Partners Investment Advisory, Llc | Humble | TX | 02/2026 | Present |
| Steward Partners Investment Solutions, Llc | Humble | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-04-22 |
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