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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED_RES | 2024-01-08 |
| DC | RA | APPROVED | 2017-04-13 |
Branch Locations
801 18Th Street Nw Suite 1000, Washington, DC 20006 • United States
Eden, UT • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Washington | DC | 05/2016 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Huntsville | UT | 05/2016 | Present |
| Steward Partners Investment Solutions, Llc | Huntsville | UT | 05/2022 | Present |
| Steward Partners Global Advisory, Llc | Huntsville | UT | 05/2016 | Present |
(1) Name of Business: Washington Wealth Group Address: 1776 I St NW Ste 700, Washington, DC, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/25/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor. (2) Name of Business: Personal Real Estate Rental; City/State: Woodbridge, VA; Activity Type: Real Estate Rental; Position/Title: Owner; Start date: 07/01/2024; Nature of Business: Real Estate Rental; 1 HR/Mo devoted to this activity; 0 HR/Mo devoted to this activity during trading hours; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-23 |
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