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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 | 2019-07-16 |
Branch Locations
1920 Mckinney Avenue Suite 1150, Dallas, TX 75201 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Dallas | TX | 11/2012 | 07/2019 |
| J.P. Morgan Securities Llc | Dallas | TX | 11/2012 | 07/2019 |
| Raymond James Financial Services, Inc. | Dallas | TX | 07/2019 | 05/2022 |
| Steward Partners Investment Advisory Llc | Dallas | TX | 07/2019 | Present |
| Steward Partners Global Advisory Llc | Dallas | TX | 07/2019 | Present |
| Steward Partners Investment Solutions, Llc | Dallas | TX | 05/2022 | Present |
- 1 - THE SABIN GROUP; SUPPORT COMPANY/DBA; DALLAS, TX ; OWNER; ; 2019-070HRS/MO&; 0HRS DURING TRADING; NOT INVESTMENT RELATED - 2 - STEWARD PARTNERS GLOBAL ADVISORY, LLC ; SUPPORT COMPANY; DALLAS, TX ; FINANCIAL SERVICES; WEALTH ADVISOR ; 2019-070HRS/MO&; 0HRS DURING TRADING; NOT INVESTMENT RELATED - 3 - WIB SECURITY LTD; SECURITY PLATFORM; TEL AVIV, ISRAEL; MEMBER; PASSIVE INVESTOR; 2022-100HRS/MO&; 0HRS DURING TRADING; INVESTMENT RELATED - 4 - CYBER 19 LLC; LIMITED LIABILITY COMPANY; DALLAS, TX; MEMBER; PASSIVE INVESTOR; 2022-110HRS/MO&; 0HRS DURING TRADING; INVESTMENT RELATED - 5 - 59 CH VENTURES MASTER LP- UMBRA SERIES B; LIMITED PATNERSHIP; AUSTIN, TEXAS; LIMITED PARTNER; PASSIVE INVESTOR; 2022-12; 0 HRS/MO; 0 HRS DURING TRADING; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-09 |
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