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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 | 2025-01-16 |
| NC | RA | APPROVED | 2024-04-11 |
| GA | RA | APPROVED | 2024-03-08 |
| TX | RA | APPROVED_RES | 2024-03-04 |
| OH | RA | APPROVED | 2024-02-29 |
Branch Locations
1925 Vaughn Road Suite 200, Kennesaw, GA 30144 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Atlanta, GA • 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 |
|---|---|---|---|---|
| J.P Morgan Securities Llc. | Atlanta | GA | 04/2012 | 02/2024 |
| J.P Morgan Chase Bank | Atlanta | GA | 04/2012 | 02/2024 |
| Steward Partners Global Advisory, Llc | Kennesaw | GA | 02/2024 | Present |
| Steward Partners Investment Solutions, Llc | Kennesaw | GA | 02/2024 | Present |
| Steward Partners Investment Advisory, Llc | Kennesaw | GA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-11 |
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