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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 | 2023-08-24 |
| VA | RA | APPROVED | 2023-08-24 |
Branch Locations
1800 Tysons Blvd Suite 380, Mclean, VA 22102 • 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 | Fairfax | VA | 05/2013 | 03/2019 |
| Wells Fargo Advisors | Mclean | VA | 03/2019 | 06/2021 |
| Sullander Utley Financial Group, Llc Aff W Steward Partners G.A. | Mclean | VA | 07/2021 | Present |
| Steward Partners Investment Solutions, Llc | Mclean | VA | 11/2022 | Present |
| Steward Partners Investment Advisory, Llc | Mclean | VA | 08/2023 | Present |
1) Name of outside activity: Notary; Nature of activity: notary; City/State: McLean, VA; Position/Title: Notary Public; duties: provide notary services to clients; Start date: 06/01/2022; 0-1 HRS/Mo devoted to this activity; 0-1 HRS/MO devoted to this activity during trading hours; Not investment related. 2) OBA type: Part-time employment; Name of Activity: Lululemon; City/State: Tysons, VA; Nature of Activity: Part-time Educator; Title: Part-time Educator; Duties: Retail job at an athletic clothing store; start date: 06/11/2025; 80 HRS/MO devoted to this activity; 0 HRS/MO during business hours, Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
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