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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 | 2026-06-12 |
| TX | RA | APPROVED_RES | 2026-06-09 |
| NY | RA | APPROVED | 2026-06-05 |
Branch Locations
Pompano Beach, FL • United States
Sarasota, FL • United States
2 North Tamiami Trail Suite 602, Sarasota, FL 34236 • United States
Quogue, NY • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Great Neck, NY • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NM | 08/2006 | 12/2016 |
| Bank Of America,N.A. | Great Neck | NY | 09/2009 | 12/2016 |
| Steward Partners Global Advisory, Llc | Sarasota | FL | 06/2026 | Present |
| Steward Partners Investment Advisory, Llc | Sarasota | FL | 06/2026 | Present |
| Steward Partners Investment Solutions, Llc | Sarasota | FL | 06/2026 | Present |
| Ubs Financial Services Inc. | New York | NY | 12/2016 | 06/2026 |
1) eagle square LLC / United States / 623 atwells ave / providence / RHODE ISLAND / United States / 02909 / / No / Partnership / / Real Estate / / Investing in and renting out real estate / Active / Partner / / no active duties. I would be a passive investor in an LLC / / No / No / No / No / Start Date 08/04/2017 / / No / / Yes / 20000 / Yes / Yes / 2 / / No / providence, RI USA / No / / No / / passive investment / No /// 2) ZD Capital / Partnership / To hold UBS approved outside investments / Partner / Selecting investments 3) 2024 M.K. Irrevocable TrustUnited States, NYUnited States-11231, Trust, family trust for estate planning purposes, Investment account, FBO the primary beneficiaries, Successor Trustee 3rd in line after the grantor and her children, directing investment decisions, start date-2/1/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-22 |
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