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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 | 2024-03-15 |
| VA | RA | APPROVED | 2024-03-15 |
Branch Locations
1214 Progressive Drive Suite 200, Chesapeake, VA 23320 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 03/2019 | 04/2021 |
| Concursive Corporation | Norfolk | VA | 01/2017 | 03/2019 |
| Eastern Virginia Medical School | Norfolk | VA | 05/2016 | 12/2016 |
| Tidewater Community College | Norfolk | VA | 05/2016 | 05/2018 |
| Bank Of America, N.A. | Virginia Beach | VA | 04/2019 | 04/2021 |
| Lpl Financial, Llc | Virginia Beach | VA | 06/2021 | 04/2022 |
| Private Advisor Group, Llc | Morristown | NJ | 07/2021 | 04/2022 |
| Freedom Street Partners | Chesapeake | VA | 05/2022 | 03/2024 |
| Raymond James Financial Services, Inc. | Chesapeake | VA | 05/2022 | 03/2024 |
| Raymond James Financial Services Advisors, Inc. | Chesapeake | VA | 06/2022 | 03/2024 |
| Steward Partners Global Advisory, Llc | Chesapeake | VA | 03/2024 | Present |
| Steward Partners Investment Solutions, Llc | Chesapeake | VA | 03/2024 | Present |
| Steward Partners Investment Advisory, Llc | Chesapeake | VA | 03/2024 | Present |
Freedom Street Partners, 1214 Progressive Drive, Suite 200, Chesapeake, Virginia 23320, Investment Related, Registered Associate, DBA/Support Company, since 05/2022, 160 hrs/mo devoted and during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-26 |
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