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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 | 2024-05-23 |
| PA | RA | APPROVED | 2021-09-08 |
| NJ | RA | APPROVED | 2021-04-06 |
| NY | RA | APPROVED | 2021-02-14 |
| TX | RA | APPROVED | 2017-03-31 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
161 Washington Street Suite 925, Conshohocken, PA 19428 • United States
Voorhees, NJ • 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 |
|---|---|---|---|---|
| Citigroup Global Mkt/Cpwm | New York | NY | 01/2006 | 03/2017 |
| Raymond James Financial Services, Inc. | Conshohocken | PA | 03/2017 | 05/2022 |
| Steward Partners Global Advisory Llc. | Conshohocken | PA | 03/2017 | Present |
| Steward Partners Investment Advisory Llc | Conshohocken | PA | 03/2017 | Present |
| Steward Partners Investment Solutions, Llc | Conshohocken | PA | 05/2022 | Present |
(1)Name of Business: 420 East 117th Street Address: 5 Sturbridge Court, Voorhees, NJ, United States Activity Type: Rental Real Estate Position/Title: Investment Related: No Start Date: 03/26/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Consenous Mining & Seigniorage Corporation Address: 5 Sturbridge Ct, Voorhees, NJ, 08043, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: Yes Start Date: 12/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Key Sage Wealth at Steward Partners Address: 161 Washington Street, Conshohocken, PA, 19428, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/06/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Manager and owner of Key Sage Wealth at Steward Partners (4)Name of Business: Steward Partners Global Advisory Address: 140 E 45th St Fl 36, New York, NY, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 08/22/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Install insurance products listed (5) Name of Business: Accountable Equity; Nature of Business: Hospitality including weddings, corporate events, dining and entertainment; Egg Harbor City, NJ; Position/Title: Board Member; List of duties: Brainstorming strategy for optimizing the properties and business in general; Start Date: 05/17/2024; Number of hours devoted per month to activity: 0-1; Number of hours devoted per month to activity during trading hours: 0; Not investment related. (6) Name of Business: RocketHub Advisory Committee; City/State: Voorhees, NJ; Activity Type: Board/Committee Memberships; Position/Title: Advisor Board Committee Member; Investment Related: No; Start Date: 12/12/2025; Hours per month devoted to this business: 1 hour; Hours per month devoted to this business during trading hours: 1 hour; Description of duties: Provide advice during quarterly 60-min video calls, test early-access products and provide feedback.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-02 |
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