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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-06 |
| LA | RA | APPROVED | 2026-02-06 |
| TX | RA | APPROVED_RES | 2026-02-04 |
Branch Locations
1000 Se Monterey Commons Blvd Suite 202, Stuart, FL 34996 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Ft. Lauderdale | FL | 03/2013 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Ft. Lauderdale | FL | 03/2017 | 08/2017 |
| Morgan Stanley | Ft. Lauderdale | FL | 08/2017 | 08/2021 |
| Raymond James & Associates, Inc | Stuart | FL | 08/2021 | 02/2026 |
| Steward Partners Global Advisory, Llc | Stuart | FL | 02/2026 | Present |
| Steward Partners Investment Advisory, Llc | Stuart | FL | 02/2026 | Present |
| Steward Partners Investment Solutions, Llc | Stuart | FL | 02/2026 | Present |
Name of Business: Arbonne International Address: Loxahatchee, FL, 33470, United States -Activity Type: Other Position/Title: Other -Investment Related: No -Start Date: 03/06/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is a direct selling business, I am an Independent Consultant. It is a health and wellness company. I sell skincare and nutrition products on an as-needed basis to friends and family, etc
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-02 |
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