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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 | 2021-04-16 |
| TX | RA | APPROVED | 2021-04-16 |
Branch Locations
333 Texas Street Suite 2230, Shreveport, LA 71101 • 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 | Shreveport | LA | 03/2015 | 04/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | 04/2021 |
| Raymond James Financial Services, Inc. | Shreveport | LA | 04/2021 | 05/2022 |
| Steward Partners Global Advisory, Llc | Shreveport | LA | 04/2021 | Present |
| Steward Partners Investment Advisory, Llc | Shreveport | LA | 04/2021 | Present |
| Steward Partners Investment Solutions, Llc | Shreveport | LA | 05/2022 | Present |
1) Poljak Group Wealth Management Shreveport, LA Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 04/16/2021 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Wealth & Portfolio Specialist
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-23 |
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