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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 | 2026-04-08 |
| MA | RA | APPROVED | 2023-09-11 |
| NH | RA | APPROVED | 2023-09-05 |
Branch Locations
149 Emerald Street Unit B, Keene, NH 03431 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
East Falmouth, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Leverett | MA | 12/2016 | 09/2017 |
| Matthew Lytell | Tampa | FL | 07/2022 | 09/2023 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 07/2022 | 09/2023 |
| Unemployed | Boston | MA | 04/2022 | 07/2022 |
| Edward Jones | Norwell | MA | 07/2021 | 04/2022 |
| Citizens Investment Services | Braintree | MA | 10/2018 | 07/2021 |
| Bryant University | Smithfield | RI | 08/2016 | 12/2016 |
| Agent Assistant | Tampa | FL | 06/2022 | 07/2022 |
| Merrill Edge | Lincoln | RI | 10/2017 | 10/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2022 | 09/2023 |
| Steward Partners Global Advisory, Llc | Keene | NH | 09/2023 | Present |
| Steward Partners Investment Solutions, Llc | Keene | NH | 09/2023 | Present |
| Steward Partners Investment Advisory, Llc | Keene | NH | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-16 |
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