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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_RES | 2025-12-04 |
| CT | RA | APPROVED | 2025-03-05 |
| WY | RA | APPROVED | 2025-02-07 |
Branch Locations
West Palm Beach, FL • United States
50 Locust Ave First Floor, New Canaan, CT 06840 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Novick & Company Financial Group, Llc | Jackson | WY | 02/2005 | 02/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2009 | 02/2025 |
| Steward Partners Global Advisory, Llc | Jackson | WY | 02/2025 | Present |
| Steward Partners Investment Advisory, Llc | Jackson | WY | 02/2025 | Present |
| Steward Partners Investment Solutions, Llc | Jackson | WY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-14 |
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