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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 2026-05-06
DC RA APPROVED 2025-09-15
  • TX RA
    APPROVED
    Since 2026-05-06
  • DC RA
    APPROVED
    Since 2025-09-15

Branch Locations

Washington, DC • United States

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

801 18Th Street Nw Suite 1000, Washington, DC 20006 • 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
Steward Partners Global Advisory, Llc Washington DC 09/2023 Present
Bates White Washington DC 05/2023 07/2023
Startengine Remote - Working In Dc DC 05/2022 10/2022
Morgan Stanley Baltimore MD 02/2021 05/2022
Environmental Finance Center, Umd College Park MD 02/2019 10/2020
The Maryland General Assembly Annapolis MD 01/2020 03/2020
University Of Maryland College Park MD 05/2019 08/2019
Ruffalo Noel Levitz College Park MD 10/2017 03/2019
Bare Bones Grill And Bar Ellicott City MD 10/2015 08/2018
Unemployed Washington DC 11/2020 02/2021
Steward Partners Investment Solutions, Llc Washington DC 09/2023 Present
Unemployed Washington DC 10/2022 05/2023
Steward Partners Investment Advisory, Llc Washington DC 08/2025 Present
  • 09/2023 → Present
    Steward Partners Global Advisory, Llc
    Washington, DC
  • 05/2023 → 07/2023
    Bates White
    Washington, DC
  • 05/2022 → 10/2022
    Startengine
    Remote - Working In Dc, DC
  • 02/2021 → 05/2022
    Morgan Stanley
    Baltimore, MD
  • 02/2019 → 10/2020
    Environmental Finance Center, Umd
    College Park, MD
  • 01/2020 → 03/2020
    The Maryland General Assembly
    Annapolis, MD
  • 05/2019 → 08/2019
    University Of Maryland
    College Park, MD
  • 10/2017 → 03/2019
    Ruffalo Noel Levitz
    College Park, MD
  • 10/2015 → 08/2018
    Bare Bones Grill And Bar
    Ellicott City, MD
  • 11/2020 → 02/2021
    Unemployed
    Washington, DC
  • 09/2023 → Present
    Steward Partners Investment Solutions, Llc
    Washington, DC
  • 10/2022 → 05/2023
    Unemployed
    Washington, DC
  • 08/2025 → Present
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-29

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