Steven Gregory Price

Current Employers

San Blas Advisory, Inc.

3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-03-20

FL RA
APPROVED

Since 2026-03-20

Branch Locations

3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States

St. Petersburg, FL • United States

Sb Advisory, Llc

3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-03-17

FL RA
APPROVED

Since 2026-03-17

Branch Locations

St. Petersburg, FL • United States

3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James Financial	Saint Petersburg	FL	09/2016	09/2020
State Street Bank & Trust	South Boston	MA	08/2015	09/2016
Cabot Lodge Securities Llc	New York	NY	11/2020	02/2026
Cl Wealth Management Llc	New York	NY	11/2020	02/2026
San Blas Securities Llc	Chicago	IL	02/2026	Present

09/2016 → 09/2020

Raymond James Financial

Saint Petersburg, FL
08/2015 → 09/2016

State Street Bank & Trust

South Boston, MA
11/2020 → 02/2026

Cabot Lodge Securities Llc

New York, NY
11/2020 → 02/2026

Cl Wealth Management Llc

New York, NY
02/2026 → Present

San Blas Securities Llc

Chicago, IL

Previous Registrations

2020-11-18 → 2026-03-03

Cl Wealth Management Llc

Schaumburg, IL

Saint Petersburg, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-08

S66 Uniform Combined State Law Examination

2020-09-08

Other Names

Steven Gregory Price
Steven G Price

View on SEC IAPD