Theodore Michael Steelman

680 S. Cache St. Suite 100 - 7403, Jackson, WY 83001 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-09-25
MT	RA	APPROVED	2023-11-13
WY	RA	APPROVED	2023-11-13

Branch Locations

5 W. Mendenhall, Ste. 202, Bozeman, MT 59715 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Orlando	FL	07/2021	11/2023
All Saints Academy	Winter Haven	FL	06/2015	06/2017
University Of Florida	Gainesville	FL	06/2017	05/2021
Unemployed	Auburndale	FL	05/2021	07/2021
University Of Florida Recsports	Gainesville	FL	01/2018	05/2021
Northwestern Mutual	Gainesville	FL	05/2019	08/2019
Bank Of America	Gainesville	FL	05/2020	08/2020
Bank Of America, N.A.	Orlando	FL	12/2021	11/2023
Integrity Financial Corporation	Bellevue	WA	11/2023	Present

07/2021 → 11/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL
06/2015 → 06/2017

All Saints Academy

Winter Haven, FL
06/2017 → 05/2021

University Of Florida

Gainesville, FL
05/2021 → 07/2021

Unemployed

Auburndale, FL
01/2018 → 05/2021

University Of Florida Recsports

Gainesville, FL
05/2019 → 08/2019

Northwestern Mutual

Gainesville, FL
05/2020 → 08/2020

Bank Of America

Gainesville, FL
12/2021 → 11/2023

Bank Of America, N.A.

Orlando, FL
11/2023 → Present

Integrity Financial Corporation

Bellevue, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-08

Other Firms