Steve Eric Ward

Current Employers

Employment History

• 01/2010 → 03/2017
  Suntrust Investment Services, Inc
  Atlanta, GA
• 08/2016 → 03/2017
  Suntrust Advisory Services
  Atlanta, GA
• 03/2017 → 08/2022
  Lpl Financial, Llc
  Mt Pleasant, SC
• 03/2017 → 08/2022
  Ifg Advisory, Llc (Dba: Aletheia Advisory Services)
  Mt Pleasant, SC
• 08/2022 → Present
  Belpointe Asset Management, Llc
  Reno, NV
• 08/2022 → Present
  D.H. Hill Securities, Lllp
  Kingwood, TX

Previous Registrations

• 2017-04-05 → 2022-10-13
  Ifg Advisory, Llc
  Mt. Pleasant, SC
  Atlanta, GA
• 2016-09-01 → 2017-04-03
  Truist Advisory Services, Inc.
  North Charleston, SC
  Charleston, SC
  Bluffton, SC
  Mt. Pleasant, SC
  Summerville, SC
  Goose Creek, SC
  Mt. Pleasant, SC
  Summerville, SC
  Charleston, SC
  Goose Creek, SC
  N Charleston, SC
  Mt. Pleasant, SC
  Charleston, SC
  Charleston, SC
  Bluffton, SC
  Hilton Head, SC
  Hilton Head, SC
  Charleston, SC
• 2010-01-28 → 2016-12-31
  Truist Investment Services, Inc.
  Charleston, SC
  Charleston, SC
  Mount Pleasant, SC
  Summerville, SC
  Summerville, SC
  Mt. Pleasant, SC
  North Charleston, SC
  Bluffton, SC
  Hilton Head Island, SC
  Hilton Head, SC
  Bluffton, SC
  Charleston, SC
  Mount Pleasant, SC
  Charleston, SC
  Charleston, SC
  Goose Creek, SC
  Goose Creek, SC
  Charleston, SC
  Charleston, SC
  North Charleston, SC
• 2005-03-07 → 2010-02-02
  Morgan Keegan & Company, Llc
  Charleston, SC
  Charleston, SC
  Charleston, SC
• 2000-08-12 → 2005-03-23
  Ubs Financial Services Inc.
  Mt Pleasant, SC

Other Businesses

1. 03/30/2017 - ALETHEIA ADVISORY SERVICES, DBA FOR INSURANCE AND INVESTMENT BUSINESS, INVESTMENT RELATED, SAME ADDRESS AS BRANCH, 90% OF TRADING HOURS 2. 03/30/2017 - EPHIPANY PRODUCTIONS LLC, NON-INVESTMENT RELATED, SAME ADDRESS AS BRANCH, BUSINESS ENTITY FOR TAX PURPOSES ONLY, 0% OF TRADING HOURS. 3. FIXED INSURANCE SALES, INVESTMENT RELATED, SAME ADDRESS AS BRANCH, NON-VARIABLE INSURANCE SALES WITH VARIOUS CARRIERS, STARTED 04/30/2020, 1 HOURS PER MONTH DURING TRADING HOURS 4. WINGS FOR KIDS, NON-INVESTMENT RELATED, 476 MEETING STREET, SUITE E, CHARLESTON, NC, NON-PROFIT ORGANIZATION, SINCE 1/2015, BOARD OF DIRECTORS, 2 HOURS PER MONTH NOT DURING TRADING HOURS. 5. LIBERTAS ACADEMIES, NON-INVESTMENT RELATED, 1201 MAIN ST, COLUMBIA, SC, NON-PROFIT ORGANIZATION, SINCE 1/2022, BOARD OF DIRECTORS, 2 HOURS PER MONTH NOT DURING TRADING HOURS. 6. HALOS, NON-INVESTMENT RELATED, 4995 LACROSSE RD, SUITE 1300, NORTH CHARLESTON, SC, NON-PROFIT ORGANIZATION, SINCE 1/2015, BOARD OF DIRECTORS, 2 HOURS PER MONTH NOT DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-15
• S63 Uniform Securities Agent State Law Examination
  1992-05-18