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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED_RES | 2026-06-15 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
2 North Tamiami Trail Suite 602, Sarasota, FL 34236 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 08/2021 | 01/2024 |
| Bank Of America Merril Lynch | New York | NY | 01/2021 | 04/2021 |
| New Western Acquisitions | St Petersburg | FL | 08/2020 | 12/2020 |
| Florida State University | Tallahassee | FL | 08/2019 | 12/2019 |
| Florida State University | Tallahassee | FL | 03/2019 | 06/2019 |
| Florida State University Strozier Library | Tallahassee | FL | 03/2018 | 08/2018 |
| Go Puff | Tampa | FL | 05/2021 | 07/2021 |
| Florida State University (Education) | Tallahassee | FL | 01/2020 | 04/2020 |
| Florida State University (Education) | Tallahassee | FL | 07/2016 | 07/2018 |
| Unemployed | Tallahassee | FL | 05/2020 | 07/2020 |
| Florida State University (Education) | Tallahassee | FL | 09/2018 | 02/2019 |
| Ubs Financial Services Inc | Sarasota | FL | 06/2024 | 06/2026 |
| Parady Financial Group | The Villages | FL | 03/2024 | 05/2024 |
| Steward Partners Global Advisory, Llc | Sarastoa | FL | 06/2026 | Present |
| Steward Partners Investment Advisory, Llc | Sarasota | FL | 06/2026 | Present |
| Steward Partners Investment Solutions, Llc | Sarasota | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
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