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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-05-01 |
| NY | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Rochester | NY | 02/2019 | 03/2020 |
| Carestream Health | Rochester | NY | 02/2014 | 09/2019 |
| Ameriprise Financial Services, Llc | Rochester | NY | 03/2020 | 04/2026 |
| Steward Partners Global Advisory, Llc | Rochester | NY | 05/2026 | Present |
| Steward Partners Investment Advisory, Llc | Rochester | NY | 05/2026 | Present |
| Steward Partners Investment Solutions, Llc | Rochester | NY | 05/2026 | Present |
1) Name of Business: DeVille LLC; City/State: Rochester, NY; Activity Type: Business Ownership; Position/Title: Co-Owner; Investment-Related - No; Start Date: 04/01/2026; Hours per month devoted to this activity: <4; Hours per month devoted to this activity during trading hours: <4: Description of duties: Running of day to day business activities. 2) Name of Business: CNMK Operational Support, LLC; City/State: Rochester, NY; Activity Type: Financial Advisory Services; Position/Title: Associate Financial Advisor; Investment-Related: No; Start Date: 08/16/2021; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: Receive fees for providing financial advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-23 |
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