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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 | 2024-12-03 |
| TX | RA | APPROVED | 2024-10-18 |
Branch Locations
600 Cleveland Street Suite 1150, Clearwater, FL 33755 • 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 | Clearwater | FL | 06/2024 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 06/2024 | Present |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 05/2018 | 06/2018 |
| Evolution Africa Capital | Capetown | 07/2018 | 08/2018 | |
| Brandeis University | Waltham | MA | 08/2017 | 05/2021 |
| Brandeis International School Of Business | Waltham | MA | 08/2021 | 05/2022 |
| Nasdaq | New York | NY | 06/2022 | 07/2022 |
| Third Bridge Group Limited | New York | NY | 08/2022 | 11/2023 |
| Anderson Partners/Nestle Water | Braintree | MA | 06/2021 | 07/2021 |
| Svs Securities Plc | London | 05/2019 | 07/2019 | |
| Progressive Investors Network | Wellesley | MA | 01/2019 | 05/2019 |
| Berkeley Preparatory School | Tampa | FL | 08/2014 | 05/2017 |
| Pacer Etfs | Malvern | PA | 07/2020 | 08/2020 |
| Unemployed | New York | NY | 12/2023 | 05/2024 |
| Steward Partners Investment Advisory, Inc | Clearwater | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-17 |
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