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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 | 2026-01-27 |
| FL | RA | APPROVED | 2020-07-07 |
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
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Clearwater | FL | 03/2014 | 07/2020 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 07/2020 | 05/2022 |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 07/2020 | Present |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 07/2020 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2022 | Present |
1) Steward Partners Investment Advisory, LLC. - Investment related. - Independent RIA . - Clearwater, FL. - Started: 07/2020. - Administration - 0 hrs. per month - 0 during trading hrs. - Administration Support 2) Steward Partners Global Advisory, LLC. - Investment related. - Insurance business. - Clearwater, FL. - Started: 07/2020. - 0 hrs. per month - 0 during trading hrs.- Insurance Agent. - 3) Blue Water Wealth Management - Clearwater, FL - Support Company/DBA (Owner) - Not Investment Related - Start: 7/2020 - Hours per month devoted to this business: 0 - Hours per month devoted to this business during trading hours: 0 - Description of duties: Wealth Management Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-09 |
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