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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 | 2023-03-22 |
| TX | RA | APPROVED | 2017-03-21 |
| FL | RA | APPROVED | 2017-03-03 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Clearwater | FL | 06/2008 | 01/2017 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 01/2017 | 05/2022 |
| Unknown | Clearwater | FL | 04/2010 | Present |
| Steward Partners Global Advisory Llc | Clearwater | FL | 01/2017 | Present |
| Hyatt | Clearwater Beach | FL | 05/2010 | 01/2019 |
| Frank Hibbard For Mayor Of Clearwater | Clearwater | FL | 09/2019 | 04/2020 |
| Steward Partners Investment Advisory Llc | Clearwater | FL | 01/2017 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2022 | Present |
1) STEWARD PARTNERS GLOBAL ADVISORY; Clearwater, FL ; NON-VARIABLE INSURANCE; INVESTMENT RELATED; STARTED 04/06/2017; 0 HRS MO DEVOTED; 0 HRS MO DURING TRADING; INSTALL INSURANCE PRODUCTS LISTED. 2) Hibbard Wealth Management Group Address: Clearwater, FL Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 09/28/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor 3) Steward Partners Investment Advisory LLC Address: Clearwater, FL Nature of the Business: Independent RIA Position/Title: Investment Adviser Investment Related: Yes Start Date: 01/26/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: provide advisory services for clients and provide support 4. Hibbard/Hoffman Private Wealth Group Address: 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: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-17 |
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