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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-28 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
5399 Lauby Road #115, North Canton, OH 44720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | North Canton | OH | 02/2025 | 08/2025 |
| Efficient Pipeline Llc | Carrollton | OH | 11/2022 | 02/2025 |
| Enterprise Rent-A-Car | North Canton | OH | 05/2022 | 11/2022 |
| Efficient Pipeline Llc | Carrollton | OH | 05/2021 | 05/2022 |
| Kent State University | Kent | OH | 08/2017 | 05/2021 |
| Carrollton Highschool | Carrollton | OH | 06/2013 | 08/2017 |
| Steward Partners Investment Solutions, Llc | North Canton | OH | 08/2025 | Present |
| Steward Partners Global Advisory, Llc | North Canton | OH | 08/2025 | Present |
| Steward Partners Investment Advisory, Llc | North Canton | OH | 01/2026 | Present |
Names of Activity: Efficient Pipeline, LLC; City/State: Carrollton, OH; Activity Type: Employment/Volunteer/Other; Position/Title: Consultant; Investment Related: N; Start Date: 03/17/2025; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: Providing high-level guidance related to business operations, process improvement, organizational planning, and general business strategy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
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