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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-08 |
| NC | RA | APPROVED | 2022-11-21 |
| SC | RA | APPROVED | 2022-11-17 |
| TX | RA | APPROVED_RES | 2022-11-14 |
Branch Locations
210 Third Avenue W, Hendersonville, NC 28739 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Lexington, SC • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Morgan Stanley | Columbia | SC | 06/2015 | 11/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2015 | 11/2022 |
| Steward Partners Global Advisory Llc | Hendersonville | NC | 11/2022 | Present |
| Steward Partners Investment Solutions, Llc | Hendersonville | NC | 11/2022 | Present |
| Steward Partners Investment Advisory Llc | Hendersonville | NC | 11/2022 | Present |
1) REAL ESTATE; PROPERTY RENTAL; CHICAGO, IL; OWNER; PROPERTY MANAGER; 1987-10; 2 HRS/MO; 0 HRS DURING TRADING; NOT INVESTMENT RELATED. 2) SOUTH CAROLINA DEVELOPMENTAL DISABILITIES COUNCIL; NON-PROFIT; COLUMBIA, SC; Consulting to the Board of Directors; Nature of Business: Serving the families/people of South Carolina; Start date: 11/27/2013; 1-2 HRS/MO; 1-2 HRS DURING TRADING; NOT INVESTMENT RELATED. 3) NATIONAL FRAGILE X FOUNDATION SOUTH CAROLINA CHAPTER; NON-PROFIT; WASHINGTON, DC; BOARD MEMBER; LEADERSHIP; 2004-08; 10 HRS/MO; 0 HRS DURING TRADING; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-30 |
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