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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 | 2024-03-20 |
| VA | RA | APPROVED | 2023-01-05 |
Branch Locations
999 Waterside Drive, Suite 2220, Norfolk, VA 23510 • 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 Llc | Norfolk | VA | 10/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Norfolk | VA | 11/2016 | 01/2023 |
| Steward Partners Investment Services, Llc | Norfolk | VA | 01/2023 | Present |
| Steward Partners Global Advisory, Llc | Norfolk | VA | 01/2023 | Present |
| Steward Partners Investment Advisory, Llc | Norfolk | VA | 01/2023 | Present |
1) THE MARLIN CLUB; POOL, SOCIAL CLUB; CHESAPEAKE, VA; BOARD MEMBER; MEMBERSHIP COMMITTEE, VOTE ON ISSUES/POLICIES RELATED TO THE OPERATION OF THE CLUB; START DATE 09/01/2021; 3 HRS PER MONTH; 0 HRS DURING TRADING; NOT INVESTMENT RELATED. 2) VMI ALUMNI ASSOCIATION; COLLEGE ALUMNI ASSOCIATION; LEXINGTON, VA; COLLEGE ALUMNI ASSOCIATION; MEMBER OF AUDIT COMMITTEE; START DATE 06/01/2014; 1HR PER MONTH, 1 HR DURING TRADING HOURS; NOT INVESTMENT RELATED. 3) BROAD STREET CHILDREN'S FOUNDATION; SUPPORT MISSION OF GROUP CHILDREN'S HOMES AROUND THE COUNTRY; JACKSONVILLE, FL; BOARD MEMBER; MEMBER OF COMMITTEE MEMBERSHIPS; START DATE 05/01/2013; 1 HR PER MONTH; 0 HRS DURING TRADING; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-15 |
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