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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 | 2024-01-09 |
| DE | RA | APPROVED | 2021-05-11 |
| TX | RA | APPROVED | 2021-02-05 |
| VA | RA | APPROVED | 2021-02-05 |
Branch Locations
1 Park West Circle Suite 106, Midlothian, VA 23114 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Henrico, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Richmond | VA | 03/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 02/2021 |
| Raymond James Financial Services, Inc | Midlothian | VA | 02/2021 | 05/2022 |
| Steward Partners Global Advisory, Llc | Midlothian | VA | 02/2021 | Present |
| Steward Partners Investment Advisory, Llc | Midlothian | VA | 02/2021 | Present |
| Steward Partners Investment Solutions, Llc | Midlothian | VA | 05/2022 | Present |
(1)Name of Business: Stewart Partners Investment Advisory, LLC Address: 1 Park West Cir Ste 310J, Midlothian, VA, 23114, United States Activity Type: Independent RIA Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/05/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: CAM (2)Name of Business: Webster Grosso Wealth Management at Steward Partners Address: 1 Park West Cir Ste 310J, Midlothian, VA, 23114, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/05/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Administrative Support CAM (3) Name of Business: Notary Licensed; City/State: Midlothian, VA; Activity Type: Licensed Activity; Position/Title: Notary; Investment-related: No; Start Date: 12/23/2025; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: Notarizing paperwork.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-22 |
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