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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 | 2026-06-09 |
| TX | RA | APPROVED | 2026-06-05 |
Branch Locations
2 North Tamiami Trail Suite 602, Sarasota, FL 34236 • 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 |
|---|---|---|---|---|
| Steward Partners Global Advisory, Llc | Sarasota | FL | 06/2026 | Present |
| Steward Partners Investment Advisory, Llc | Sarasota | FL | 06/2026 | Present |
| Stewart Partners Investment Solutions, Llc | Sarasota | FL | 06/2026 | Present |
| Hd Money, Inc | Sarasota | FL | 08/2021 | 01/2022 |
| Logisticare | Charleston | WV | 11/2020 | 06/2021 |
| Unemployed | Charleston | WV | 09/2019 | 11/2020 |
| Baltimore Orioles | Baltimore | MD | 11/2018 | 09/2019 |
| Miami Marlins | Miami | FL | 08/2018 | 11/2018 |
| Pittsburgh Pirates | Pittsburgh | PA | 09/2016 | 08/2018 |
| Washington Nationals | Washington | DC | 12/2014 | 09/2016 |
| Bostick Enterprises Llc | Palmetto | FL | 07/2022 | 07/2023 |
| Ubs Financial Services | Sarasota | FL | 04/2023 | 06/2026 |
| Crux Wealth Advisors | Buffalo | NY | 04/2022 | 04/2023 |
1) Name and Address: 219 Presidents Pointe Ave Ranson WV United States./ Investment Related: No./ Nature: My wife and I own a piece of Rental real estate that we collect rent on./ Role: Proprietor / owner./ Duty: Manage the rental property./ Start Date: 5/19/2021./ Time Required: No. 2) 5226 Granite Dust Pl, Fl United States, Other Investment Property Real Estate Investment Property, Proprietor / owner manage the rental, Start date- 3/1/2025, Investment -Yes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-15 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-02 |
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