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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| ME | RA | APPROVED | 2026-01-02 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
16 Middle Street Suite 501B, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cu Accelerator, Llc | Portland | ME | 01/2011 | 09/2025 |
| Steward Partners Global Advisory, Llc | Portland | ME | 09/2025 | Present |
| Steward Partners Investment Solutions, Llc | Portland | ME | 10/2025 | Present |
| Steward Partners Investment Advisory, Llc | Portland | ME | 12/2025 | Present |
1) Name of Business: CU Accelerator, LLC; City/State: Portland, ME; Activity Type: Business Ownership; Position/Title: Owner; Investment-related: No; Start Date: 01/01/2010; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: Consulting to local/regional financial institutions providing Risk Management, Strategic Planning, and Project Management training. 2) Name of Business: Vital Insight Professionals Services, LLC; City/State: Portland, ME; Activity Type: Business Ownership; Position/Title: Managing Member; Investment-related: No; Start Date: 06/01/2021; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: Property management and accounting. 3) Name of Business: 220 Veranda, LLC; City/State: Portland, ME; Activity Type: Business Ownership; Position/Title: Managing Member; Investment-related: No; Start Date: 06/01/2022; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: Property management and accounting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
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