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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-03-15 |
Branch Locations
1214 Progressive Drive Suite 200, Chesapeake, VA 23320 • 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 11/2004 | 09/2017 |
| Raymond James Financial Services, Inc | Chesapeake | VA | 10/2017 | 03/2024 |
| Raymond James Financial Services Advisors Inc. | Chesapeake | VA | 10/2017 | 03/2024 |
| Freedom Street Partners | Chesapeake | VA | 10/2017 | 03/2024 |
| Steward Partners Global Advisory, Llc | Chesapeake | VA | 03/2024 | Present |
| Steward Partners Investment Solutions, Llc | Chesapeake | VA | 03/2024 | Present |
| Steward Partners Investment Advisory, Llc | Chesapeake | VA | 03/2024 | Present |
(1)Name of Business: Freedom Street Partners Address: 1214 Progressive Drive, Ste 200, Chesapeake, VA, 23320, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 10/16/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Chief Operating Officer. 2) Name of Business: RAVR, LLC; City/State: Chesapeake, VA; Activity Type: Business Ownership; Position/Title: Passive Investor; Investment related: No; Start date 1/30/2024; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: passive investor in car washes. 3) Name of Business: DSGR, LLC; City/State: Chesapeake, VA; Activity Type: Business Ownership; Position/Title: Partner; Investment related: Yes; Start Date: 12/19/2021; Hours per month devoted to this activity: <4; Hours per month devoted to this activity during trading hours: <4; Description of duties: Passive investor. 4) Name of Business: VRER Houston, LLC; City/State: Chesapeake, VA; Activity Type: Business Ownership; Position/Title: Owner; Investment-related: No; Start Date: 04/02/2026; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of Duties: Owner of LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-13 |
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