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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-07 |
| NJ | RA | APPROVED | 2022-05-17 |
Branch Locations
500 N. Franklin Turnpike 3Rd Floor, Suite 322, Ramsey, NJ 07446 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Mahwah | NJ | 10/2013 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Mahwah | NJ | 08/2018 | 05/2022 |
| Raymond James Financial Services, Inc. | Ramsey | NJ | 05/2022 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Ramsey | NJ | 05/2022 | Present |
| Ramapo Wealth Advisors Affiliated With Steward Partners | Ramsey | NJ | 05/2022 | Present |
| Steward Partners Investment Solutions, Llc | Ramsey | NJ | 05/2022 | Present |
1) Steward Partners Investment Advisory, LLC. - Investment related: Yes. Address: Ramsey, NJ. Nature of the business: Independent RIA. Position: Investment Advisor Representative. Start Date: 05/2022. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Provide advisory services for clients. 2) Steward Partners Global Advisory, LLC. - Investment related: Yes. Address: Ramsey, NJ. Nature of the business: Support company/DBA (Non-owner). Position: Partner. Start Date: 05/2022. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Financial Advisor. 3) Ramapo Wealth Advisors affiliated with Steward Partners - Investment related: Yes. Address: Ramsey, NJ. Nature of the business: Support Company/DBA (non-owner). Position: Affiliate/Financial Advisor. Start Date: 05/2022. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Provide securities sales and advisory services for clients. 4) Rental property; Investment related: No. Address: Salisbury, MD. Nature of business: Rental property. Position: Co-owner. Start Date: 08/2006. Hours per month devoted to this business: 4. Hours per month devoted to this business during trading hours: 0. Description of duties: Authorize approvals for property management team. 5) Rental property; Investment related: No. Address: Henderson, NV. Nature of business: Rental property. Position: Co-owner. Start Date: 11/2005. Hours per month devoted to this business: 4. Hours per month devoted to this business during trading hours: 0. Description of duties: Authorize approvals for property management team. 6) Name of Business: Rental Property; City/State: Henderson, NV; Activity Type: Real Estate for Rent/Lease; Position/Title: Owner; Investment Related: Yes; Start Date: 10/09/2025; Hours per month devoted to this business: 1; Hours per month devoted to this business during trading hours: 1; Description of duties: Manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-10 |
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