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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 | 2025-08-07 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
5399 Lauby Rd #115, North Canton, OH 44720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | South Euclid | OH | 07/2014 | 01/2022 |
| New York Community Bank | South Euclid | OH | 07/2014 | 01/2022 |
| Ameriprise Financial Services Llc | North Canton | OH | 01/2022 | 08/2025 |
| Steward Partners Investment Solutions, Llc | North Canton | OH | 08/2025 | Present |
| Steward Partners Investment Advisory, Llc | North Canton | OH | 08/2025 | Present |
| Steward Partners Global Advisory, Llc | North Canton | OH | 08/2025 | Present |
1) Real Estate Ownership; Single Family; 1840 Shore Dr. South Unit 7, , South Pasadena, FL, 33707; Not Investment-Related; 02/18/2014. 2) Business Ownership; Obradovich Enterprises LLC; Co-owner; Consulting; 219 Overwood Rd., , Akron, OH, 44313; Not Investment-Related; 09/25/2024; 1 to 9 hours per month; 0 during trading hours 3) Business Ownership; MDO Group LLC; Owner; Manage Practice Expenses ; 219 Overwood Rd., , Akron, OH, 44313; Not Investment-Related; 09/25/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-15 |
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