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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-07-10
TX RA APPROVED 2018-10-04
  • VA RA
    APPROVED
    Since 2020-07-10
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Mclean, VA
  • 11/2016 → 10/2018
    Mclean, VA
  • 10/2018 → 05/2022
    Raymond James Financial Services, Inc.
    Washington, DC
  • 10/2018 → Present
    Steward Partners Global Advisory Llc
    Mclean, VA
  • 10/2018 → Present
    Mclean, VA
  • 05/2022 → Present
    Steward Partners Investment Solutions, Llc
    Mclean, VA
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-05-04
S63 Uniform Securities Agent State Law Examination 1991-12-10
  • S65 Uniform Investment Adviser Law Examination
    1992-05-04
  • S63 Uniform Securities Agent State Law Examination
    1991-12-10
Other Names
  • Brad Coyle
  • Bradford Robert Coyle

View on SEC IAPD

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