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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_RES | 2025-02-04 |
| FL | RA | APPROVED | 2017-04-19 |
Branch Locations
600 Cleveland Street Suite 1150, Clearwater, FL 33755 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Clearwater | FL | 05/2015 | 02/2017 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 02/2017 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 02/2017 | Present |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 02/2017 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2022 | Present |
1.Name of Business: Steward Partners Investment Advisory LLC Address: 600 Cleveland St Ste 1150, Clearwater, FL, 33755, United States Activity Type: Independent RIA Position/Title: Associate/Employee, Partner Investment Related: Yes Start Date: 02/16/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide Administrative Support 2) Name of Business : Hoffman Hibbard Private Wealth Group Address: 600 Cleveland St Ste 1150,Clearwater, FL Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 06/29/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Senior Registered Client Administrative Manager 4) Name of business: Vicki App Inc.; City/State: Tampa, FL; Activity Type: Board/Committee Membership; Position/Title: Treasurer; Investment Related: No; Start Date: 07/01/2024; Hours per month devoted to this business: 1-8; Hours per month devoted to this business during trading hours: 0; Description of Duties: Opening and managing bank account, tracking fund raising and attending meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-06 |
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