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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 | 2026-07-23 |
| NH | RA | APPROVED | 2018-10-03 |
| TX | RA | APPROVED | 2018-10-03 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
145 Maplewood Avenue Suite 100, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Woburn | MA | 05/2016 | 09/2016 |
| Northwestern Mutual | Woburn | MA | 05/2017 | 09/2017 |
| Umass Lowell | Lowell | MA | 09/2014 | 05/2018 |
| Raymond James Financial Services, Inc. | Portsmouth | NH | 06/2018 | 05/2022 |
| Steward Partners Global Advisory, Llc | Portsmouth | NH | 06/2018 | Present |
| Steward Partners Investment Advisory, Llc | Portsmouth | NH | 06/2018 | Present |
| Steward Partners Investment Solutions, Llc | Portsmouth | NH | 05/2022 | Present |
1) Steward Partners Investment Advisory, LLC. - Investment related: Yes. Address: Portsmouth, NH. Nature of the business: Independent RIA. Position: Investment Advisor Representative. Start Date: 6/2018. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Provide advisory services for clients. 2) Steward Partners Global Advisory, LLC. - Investment related: Yes. Address: Portsmouth, NH. Nature of the business: Support company/DBA (Non-owner). Position: Partner. Start Date: 6/2018. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Financial Advisor. 3) Steward Partners Global Advisory, LLC. - Investment related: Yes. Address: Portsmouth, NH. Nature of business: Non-variable insurance and annuities. Position: Agent. Start date: 6/2018. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Offer non-variable insurance, term, whole and universal life insurance, disability health, and immediate and fixed annuities. 4) Seacoast Wealth Management - Address: Portsmouth, NH. Nature of the Business: Support Company/DBA (Owner). Position/Title: Support Company/DBA (Owner). Investment Related: Yes. Start Date: 08/2018. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of duties: Financial Advisor and Client Administrative Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-03 |
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