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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED | 2026-03-13 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
8 Wright Street Suite 107, Westport, CT 06880 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Weehawken | NJ | 09/2022 | 04/2023 |
| Botify Corporation | New York | NY | 07/2021 | 09/2022 |
| Lacrosse Unlimated | Fairfield | CT | 11/2020 | 05/2021 |
| Choate Rosemary Hall | Wallingford | CT | 03/2022 | 05/2022 |
| St. Lawrence University | Canton | NY | 08/2016 | 05/2020 |
| Fairfield University | Fairfield | CT | 08/2020 | 07/2021 |
| Raymond James & Associates, Inc. | Westport | CT | 08/2023 | 03/2026 |
| Unemployed | Hamden | CT | 04/2023 | 08/2023 |
| Steward Partners Global Advisory, Llc | Westport | CT | 03/2026 | Present |
| Steward Partners Investment Advisory, Llc | Westport | CT | 03/2026 | Present |
| Steward Partners Investment Solutions, Llc | Westport | CT | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-06 |
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