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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-07-10 |
| TX | RA | APPROVED | 2018-10-04 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
1800 Tysons Blvd. Suite 360, Mclean, VA 22102 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 10/2018 |
| Raymond James Financial Services, Inc. | Washington | DC | 10/2018 | 05/2022 |
| Steward Partners Global Advisory Llc | Mclean | VA | 10/2018 | Present |
| Steward Partners Investment Advisory, Llc | Mclean | VA | 10/2018 | Present |
| Steward Partners Investment Solutions, Llc | Mclean | VA | 05/2022 | Present |
(1) Name of Business: 1000 Page St Address: 3509 N Valley St, Arlington, VA, 22207, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/11/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental single-family home (2) Name of Business: Arbor Properties LLC Address: 3509 N Valley St, Arlington, VA, 22207, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/14/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own a residential rental property in Washington DC at 3805 T St NW (3) Name of Business: Coyle Financial Group Address: 1800 Tysons Blvd Ste 360, Mc Lean, VA, 22102, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/04/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FA (5) Name of Business: Steward Partners Investment Advisory LLC Address: 1800 Tysons Blvd Ste 360, Mc Lean, VA, United States Activity Type: Independent RIA Position/Title: Other Investment Related: No Start Date: 10/04/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (6) Name of Business: YOYO LLC Address: 3509 N Valley St, Arlington, VA, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: No Start Date: 06/14/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (7) ARBOR 3 HOLDINGS LLC; REAL ESTATE; ARLINGTON VA; OWNER; PROPERTY MANAGER; 2022-12; 10 HRS/MO; 0 HRS DURING TRADING; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-10 |
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