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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 | 2023-03-24 |
| TX | RA | APPROVED | 2023-03-20 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
1920 Mckinney Ave Suite 1150, Dallas, TX 75201 • United States
Heath, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2008 | 03/2023 |
| Chumley Investment Management | Chandler | OK | 04/2002 | 03/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 12/2011 | 03/2023 |
| Steward Partners Global Advisory, Llc | Dallas | TX | 03/2023 | Present |
| Steward Partners Investment Solutions, Llc | Dallas | TX | 03/2023 | Present |
| Steward Partners Investment Advisory, Llc | Dallas | TX | 03/2023 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)SILVERLEAF WEALTH ADVISORS 900 N. PRESTON RD. PO BOX 130 PROSPER, TX 75078. BEGAN 01/03/2012 AS MAJORITY SHAREHOLDER. INVESTMENT RELATED. DEVOTES 60 HRS/WK. 40 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-02 |
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