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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_RES | 2024-08-23 |
| MD | RA | APPROVED | 2020-11-05 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
7550 Wisconsin Ave. Suite 420, Bethesda, MD 20814 • United States
Kensington, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Washington | DC | 03/2016 | 05/2022 |
| Steward Partners Investment Advisory | Bethesda | MD | 03/2016 | Present |
| Steward Partners Global Advisory, Llc | Bethesda | MD | 03/2016 | Present |
| Steward Partners Investment Solutions, Llc | Bethesda | MD | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-21 |
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