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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
| OH | RA | APPROVED | 2025-11-25 |
| VA | RA | APPROVED | 2024-04-19 |
Branch Locations
7965 North High Street Suite 130, Columbus, OH 43235 • 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 |
|---|---|---|---|---|
| Tull Financial Group, Inc. | Chesapeake | VA | 05/1997 | 06/2018 |
| Freedom Street Partners, Llc | Chesapeake | VA | 09/2020 | 03/2024 |
| Prison Fellowship International | Ashburn | VA | 11/2019 | 08/2020 |
| Unemployed | Chesapeake | VA | 07/2018 | 10/2019 |
| Elan Wealth Management, L.L.C. | Southern Shores | NC | 12/2023 | 12/2024 |
| Monaco Capital Management, Llc | Virginia Beach | VA | 12/2023 | 03/2024 |
| Steward Partners Investment Advisory, Llc | Columbus | OH | 03/2024 | Present |
| Steward Partners Investment Solutions, Llc | Columbus | OH | 09/2025 | Present |
| Steward Partners Global Advisory, Llc | Columbus | OH | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2004-05-22 |
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