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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-09-28 |
| NY | RA | APPROVED | 2022-09-28 |
| TX | RA | APPROVED | 2022-09-28 |
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 |
|---|---|---|---|---|
| Steward Partners Global Advisory, Llc | Portsmouth | NH | 06/2021 | Present |
| Harbour Capital Corporation | Newington | NH | 09/2019 | 05/2021 |
| Coca Cola Bottling Company Of Northern New England | Seabrook | NH | 05/2018 | 09/2019 |
| Newburyport Harbormaster | Newburyport | MA | 05/2017 | 10/2017 |
| Usa Hockey | Haverhill | MA | 04/2015 | 06/2017 |
| Steward Partners Investment Solutions, Llc | Portsmouth | NH | 07/2021 | Present |
| Student | Newburyport | MA | 07/2012 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Portsmouth | NH | 09/2022 | Present |
- 1 - ICEHOUSE TREES; FAMILY BUSINESS; TOPSFIELD, MA; EMPLOYEE; MANAGER; 2022-11; 30 HRS/MO; 0 HRS DURING TRADING; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-22 |
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