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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-11-30 |
| TX | RA | APPROVED_RES | 2017-11-28 |
Branch Locations
115 West Century Road Suite 145, Paramus, NJ 07652 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Paramus | NJ | 05/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Paramus | NJ | 11/2016 | 11/2017 |
| Raymond James Financial Services, Inc. | Paramus | NJ | 11/2017 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Paramus | NJ | 11/2017 | Present |
| Steward Partners Investment Solutions, Llc | Paramus | NJ | 05/2022 | Present |
| Steward Partners Global Advisory, Llc | Paramus | NJ | 11/2017 | Present |
(1)Name of Business: Iannaccone Wealth Management Address: 115 West Century Road Suite 145, Paramus, NJ, 07652, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/16/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor and Wealth Manager (2) Name of Business: Steward Partners Global Advisory LLC Address: 115 West Century Road Suite 145, Paramus, NJ, 07652, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes; Start Date: 03/21/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-27 |
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