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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 | 2026-06-11 |
Branch Locations
2 North Tamiami Trail Suite 602, Sarasota, FL 34236 • United States
Sarasota, FL • 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 Investment Advisory, Llc | Clearwater | FL | 06/2026 | Present |
| Steward Partners Global Advisory Llc | Clearwater | FL | 03/2021 | Present |
| Unemployed | Northport | NY | 01/2021 | 03/2021 |
| Whole Foods Market | Washington | DC | 09/2020 | 01/2021 |
| Unemployed | Washington | DC | 05/2020 | 09/2020 |
| Office Of United States Representative Frank Lucas | Washington | DC | 01/2020 | 05/2020 |
| Office Of New York State Assemblyman Andrew Raia | Northport | NY | 09/2019 | 12/2019 |
| Office Of United States Representative Randy Hultgren | Washington | DC | 07/2018 | 08/2018 |
| Steward Partners Global Advisory | Morristown | NJ | 05/2018 | 07/2018 |
| Jones Drug Store | Northport | NY | 05/2019 | 01/2020 |
| Full-Time Education | Salem | CT | 08/2017 | 05/2019 |
| Full-Time Education | Danbury | CT | 08/2015 | 08/2017 |
| Gnc | Ridgefield | CT | 08/2016 | 03/2017 |
| Lowes | Danbury | CT | 04/2017 | 08/2017 |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-30 |
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