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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 | 2025-01-02 |
| NH | RA | APPROVED | 2024-12-03 |
Branch Locations
149 Emerald Street Unit B, Keene, NH 03431 • United States
Boston, MA • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services Inc. | Hopkinton | MA | 07/2019 | 02/2020 |
| Bryant University | Smithfield | RI | 01/2017 | 06/2019 |
| Ameriprise Financial Services Inc. | Hopkinton | MA | 05/2017 | 11/2017 |
| Ameriprise Finacial Services Inc. | Hopkinton | MA | 06/2018 | 08/2018 |
| Texas Christian University | Fort Worth | TX | 08/2015 | 12/2016 |
| Argent Wealth Management Llc | Waltham | MA | 02/2020 | 10/2020 |
| Hightower | Chicago | IL | 10/2020 | 04/2022 |
| One Charles Private Wealth | Hingham | MA | 04/2022 | 07/2022 |
| The Colony Group, Llc | Boston | MA | 07/2022 | 12/2024 |
| Steward Partners Global Advisory, Llc | Keene | NH | 12/2024 | Present |
| Steward Partners Investment Solutions, Llc | Keene | NH | 12/2024 | Present |
| Steward Partners Investment Advisory, Llc | Keene | NH | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-20 |
| S66 | Uniform Combined State Law Examination | 2021-10-11 |
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