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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 | 2023-04-10 |
| TX | RA | APPROVED | 2023-04-10 |
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 | 07/2022 | Present |
| Steward Partners Investment Solutions, Llc | Portsmouth | NH | 07/2022 | Present |
| Lpl Financial/Northeast Planning | Portsmouth | NH | 08/2018 | 06/2022 |
| Home | Somersworth | NH | 11/2015 | 07/2018 |
| Steward Partners Investment Advisory, Llc | Portsmouth | NH | 04/2023 | Present |
Name of Business: State of Maine Notary and Marriage Officiant; City/State: Portsmouth, NH; Activity Type: Notary; Position/Title: Notary Public; Investment-related: No; Start Date: 05/06/2026; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours <4; Description of duties: Primary duties include taking acknowledgments, verifying signatures (jurats), administering oaths/affirmations, and certifying copies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-08 |
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