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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-01-06 |
| TX | RA | APPROVED_RES | 2022-12-21 |
| MD | RA | APPROVED | 2022-10-20 |
| NY | RA | APPROVED | 2022-10-20 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
7550 Wisconsin Avenue, Suite 420, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bethesda | MD | 11/2009 | 11/2016 |
| Raymond James Financial Services, Inc. | Bethesda | MD | 11/2016 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Bethesda | MD | 11/2016 | 07/2022 |
| Steward Partners Global Advisory, Llc | Bethesda | MD | 11/2016 | 07/2022 |
| Steward Partners Investment Solutions, Llc | Bethesda | MD | 05/2022 | 07/2022 |
| Raymond James & Associates, Inc. | Timonium | MD | 11/2016 | 05/2022 |
| Steward Partners Global Advisory, Llc | Bethesda | MD | 10/2022 | Present |
| Steward Partners Investment Solutions, Llc | Bethesda | MD | 10/2022 | Present |
| Steward Partners Investment Advisory Llc | Bethesda | MD | 10/2022 | Present |
Name of outside Activity: Notary; Nature of Business: Providing Notary Services; City/State: Bethesda, MD; Position/Title: Notary; List of Duties; Providing Notary Services; Start Date: 12/19/2024; 1 HR/MO devoted to this activity; 1 HR/MO devoted during business hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-24 |
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