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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 | 2017-03-07 |
| TX | RA | APPROVED | 2017-02-22 |
Branch Locations
600 Cleveland Street Suite 1150, Clearwater, FL 33755 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Largo, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Clearwater | FL | 02/2004 | 02/2017 |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 02/2017 | Present |
| Raymond James Financial Services, Inc. | Clearwater | FL | 02/2017 | 05/2022 |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 02/2017 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2022 | Present |
1) Steward Partners Investment Advisory LLC Address: Clearwater, FL Nature of the Business: Independent RIA Position/Title: Advisor Investment Related:Yes Start Date: 02/16/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Provide Advisory Services. 2) Name of Business: Guardian Asset Management Group Address: 600 Cleveland St Ste 1150, Clearwater, FL Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 02/17/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-30 |
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