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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-12 |
| TX | RA | APPROVED | 2025-03-11 |
Branch Locations
801 18Th Street Nw Suite 1000, Washington, DC 20006 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Washington | DC | 11/2020 | 04/2022 |
| Raymond James Financial Services, Inc. | Washington | DC | 05/2022 | 05/2022 |
| Belle Haven Country Club | Alexandria | VA | 05/2016 | 09/2020 |
| Steward Partners Global Advisory | Washington | DC | 05/2018 | 08/2018 |
| Steward Partners Global Advisory | Washington | DC | 05/2019 | 08/2019 |
| Virginia Polytechnic Institute & State University | Blacksburg | VA | 08/2016 | 05/2020 |
| Steward Partners Global Advisory, Llc | Washington | DC | 05/2022 | Present |
| Steward Partners Investment Solutions, Llc | Washington | DC | 05/2022 | Present |
| Steward Partners Investment Advisory, Llc | Washington | DC | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-27 |
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