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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 | 2026-06-09 |
| FL | RA | APPROVED | 2024-06-25 |
Branch Locations
2 North Tamiami Trail Ste 602, Sarasota, FL 34236 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Punta Gorda | FL | 06/2012 | 08/2018 |
| Landsberg Bennett Private Wealth Management | Punta Gorda | FL | 08/2018 | 11/2021 |
| Hightower Advisors | Chicago | IL | 11/2021 | 09/2023 |
| Steward Partners Investment Solutions | Sarasota | FL | 09/2023 | Present |
| Steward Partners Global Advisory, Llc | Sarasota | FL | 09/2023 | Present |
| Steward Partners Investment Advisory, Llc | Sarasota | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-10 |
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