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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-10
OH RA APPROVED 2025-11-25
VA RA APPROVED 2024-04-19
  • TX RA
    APPROVED
    Since 2026-02-10
  • OH RA
    APPROVED
    Since 2025-11-25
  • VA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/1997 → 06/2018
    Chesapeake, VA
  • 09/2020 → 03/2024
    Freedom Street Partners, Llc
    Chesapeake, VA
  • 11/2019 → 08/2020
    Prison Fellowship International
    Ashburn, VA
  • 07/2018 → 10/2019
    Unemployed
    Chesapeake, VA
  • 12/2023 → 12/2024
    Elan Wealth Management, L.L.C.
    Southern Shores, NC
  • 12/2023 → 03/2024
    Monaco Capital Management, Llc
    Virginia Beach, VA
  • 03/2024 → Present
    Columbus, OH
  • 09/2025 → Present
    Steward Partners Investment Solutions, Llc
    Columbus, OH
  • 03/2024 → Present
    Steward Partners Global Advisory, Llc
    Columbus, OH
Previous Registrations
  • 2023-12-08 → 2025-03-18
    Elan Wealth Management, L.L.C.
    Southern Shores, NC
    Chesapeake, VA
    Virginia Beach, VA
  • 2023-12-19 → 2024-03-25
    Monaco Capital Management, Llc
    Virginia Beach, VA
  • 2004-05-24 → 2018-07-09
    Chesapeake, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
S65 Uniform Investment Adviser Law Examination 2004-05-22
  • S66 Uniform Combined State Law Examination
    2025-11-21
  • S65 Uniform Investment Adviser Law Examination
    2004-05-22
Designations

View on SEC IAPD

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