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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2021-01-22 |
Branch Locations
2333 Ponce De Leon Blvd Ste 500, Coral Gables, FL 33134 • United States
6034 West Courtyard Drive Suite 305, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 08/2013 | 04/2017 |
| Ubs | New York | NY | 05/2017 | 11/2017 |
| Raymond James Financial Services, Inc. | New York | NY | 11/2017 | 01/2021 |
| Steward Partners Global Advisory, Llc | New York | NY | 11/2017 | 01/2021 |
| Steward Partners Investment Advisory, Llc | New York | NY | 11/2017 | 01/2021 |
| Raymond James Associates | Austin | TX | 01/2021 | Present |
1) Steward Partners Global Advisory, LLC Address: New York, NY Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Administration Investment Related: No Start Date: 12/01/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: - support the FAs 2) Steward Partners Investment Advisory LLC Address: 2 Grand Central Tower 140 E. 45th St., Floor 36,New York, NY Nature of the Business: Independent RIA Position/Title: Investment Adviser Investment Related: Yes Start Date: 12/01/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Provide admin support to FAs 0 Hours a month, 0 Hours during trading time, agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-21 |
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