Clayton Castle

Steward Partners Investment Advisory, LLC

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Current Employers

Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-14
VA	RA	APPROVED	2025-07-14

TX RA
APPROVED

Since 2025-07-14
VA RA
APPROVED

Since 2025-07-14

Branch Locations

Washington, DC • United States

1800 Tysons Blvd. Suite 380, Mclean, VA 22102 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Steward Partners Investment Solutions, Llc	Mclean	VA	05/2025	Present
Sullender Utley	Mclean	VA	05/2025	Present
Rsv Pools	Silver Spring	MD	05/2015	08/2018
E M Castle Construction	Kensington	MD	09/2018	09/2019
Salisbury University	Salisbury	MD	09/2019	06/2020
Martin's Tavern	Washington	DC	07/2020	04/2025
Aflac	Salisbury	MD	01/2022	05/2022
Zoominfo	Bethesda	MD	03/2023	05/2024
Steward Partners Investment Advisory, Llc	Mclean	VA	07/2025	Present

05/2025 → Present

Steward Partners Investment Solutions, Llc

Mclean, VA
05/2025 → Present

Sullender Utley

Mclean, VA
05/2015 → 08/2018

Rsv Pools

Silver Spring, MD
09/2018 → 09/2019

E M Castle Construction

Kensington, MD
09/2019 → 06/2020

Salisbury University

Salisbury, MD
07/2020 → 04/2025

Martin's Tavern

Washington, DC
01/2022 → 05/2022

Aflac

Salisbury, MD
03/2023 → 05/2024

Zoominfo

Bethesda, MD
07/2025 → Present

Steward Partners Investment Advisory, Llc

Mclean, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-27

S66 Uniform Combined State Law Examination

2025-05-27

View on SEC IAPD

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