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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-01
  • TX RA
    APPROVED
    Since 2022-07-01

Branch Locations

17802 Ih 10 W Suite 415, San Antonia, TX 78257 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Boerne, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2017 03/2020
Cotton Patch Cafe Stephenville TX 09/2016 06/2017
Tarleton State University Stephenville TX 08/2012 05/2017
Raymond James And Associates San Antonio TX 03/2020 06/2022
Steward Partners Global Advisory, Llc San Antonio TX 07/2022 Present
Steward Partners Investment Solutions, Llc San Antonio TX 07/2022 Present
Steward Partners Investment Advisory, Llc San Antonio TX 07/2022 Present
  • 07/2017 → 03/2020
    St Louis, MO
  • 09/2016 → 06/2017
    Cotton Patch Cafe
    Stephenville, TX
  • 08/2012 → 05/2017
    Tarleton State University
    Stephenville, TX
  • 03/2020 → 06/2022
    Raymond James And Associates
    San Antonio, TX
  • 07/2022 → Present
    Steward Partners Global Advisory, Llc
    San Antonio, TX
  • 07/2022 → Present
    Steward Partners Investment Solutions, Llc
    San Antonio, TX
  • 07/2022 → Present
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-18
  • S66 Uniform Combined State Law Examination
    2017-09-18
Designations

View on SEC IAPD

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