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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-16 |
Branch Locations
1920 Mckinney Avenue Suite 1150, Dallas, TX 75201 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 10/2010 | 07/2019 |
| J.P. Morgan Securities Llc | Dallas | TX | 10/2008 | 07/2019 |
| Young Men'S Christian Association | Dallas | TX | 02/2009 | Present |
| Tude & Es Privata | Dallas | TX | 01/2014 | Present |
| Raymond James Financial Services, Inc. | Dallas | TX | 07/2019 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Dallas | TX | 07/2019 | Present |
| Steward Partners Global Advisory, Llc | Dallas | TX | 07/2019 | Present |
| Steward Partners Investment Solutions, Llc | Dallas | TX | 05/2022 | Present |
1)Steward Partners Global Advisory. Address: Dallas, TX Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Support Company/DBA (Non-Owner) Investment Related:No Start Date: 07/12/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Adivsor. 2)STEWARD PARTNERS HOLDINGS, LLC; DALLAS TX; ADVISOR; INVESTMENT RELATED; STARTED 07/2019; 0 HOURS MO DEVOTED; 0 HRS MO DURING TRADING; PASSIVE INVESTOR. 3) STEWARD PARTNERS GLOBAL ADVISORY LLC (INSURANCE); DALLAS, TX; AGENT; INVESTMENT RELATED; STARTED 07/2019; 0 HRS MO DEVOTED; 0 HRS MO DEVOTED DURING TRADING; OFFER INSURANCE PRODUCTS-FIXED LIFE, LONG-TERM CARE, DISABILITY, HEALTH, ANNUITIES, PROP/CASUALTY. 4) YOUNG MEN'S CHRISTIAN ASSOCIATION-YMCA; DALLAS, TX; NOT INVESTMENT RELATED; STARTED 02/2009; 8 HRS MO DEVOTED; 0 HRS MO DEVOTED DURING TRADING; FITNESS INSTRUCTOR. GROUP EXERCISE INSTRUCTOR-SPIN. 5)Rental Property Address: 6110 Del Norte Ln,Dallas, TX Nature of the Business: Rental Real Estate Position/Title: Rental Real Estate Investment Related:Yes Start Date: 12/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner 6)TUDE & ES PRIVATA; 6239 NORTHWOOD RD,DALLAS, TX; NOT INVESTMENT RELATED; STARTED 01/2014; 4 HRS MO DEVOTED; 0 HRS MO DEVOTED DURING TRADING; Desc of Duties: Owner/Patent holder. Holds 2 patents in US and 1 in Canada for apparatus for yoga pants. Effective June 1, 2021, website has been launched to actively sell yoga leggings. 7)THE AMY STYCZYNSKI SABIN RLT, DTD; CITY/STATE N/A; INVESTMENT RELATED; STARTED 09/2010; 0 HRS MO DEVOTED; 0 HRS MO DEVOTED DURING TRADING; TRUSTEE 8) Sabinski Interests LLC Address: Dallas, TX Nature of the Business: Business Owner; Position/Title: Business Owner Investment Related:No Start Date: 11/01/2011 Hours per month: 0 Hours per month during trading hours: 0; Description of duties: co-manager 9)AMY'S CREATIVE TOUCH; DALLAS, TX; NOT INVESTMENT RELATED; STARTED 12/2005; 0 HRS MO DEVOTED; 0 HRS MO DURING TRADING; ENTITY ESTABLISHED AS "DBA" BUT IS NO LONGER AN ACTIVE BUSINESS ENTITY. 10) The Sabin Group. Address: Dallas, TX Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 07/12/2019 Hours per month: 0 Hours per month during trading hours: 0 Description of duties: Financial Advisor. 11)Steward Partners Global Advisory Address: 1920 McKinney Ave Suite 1150,Dallas, TX Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2019 Hours per month: 2-10 Hours per month during trading hours: 11-20 Description of duties: Install insurance products listed. - 12 - CYBER 19 LLC; LIMITED LIABILITY COMPANY; DALLAS, TX; MEMBER; PASSIVE INVESTOR; 2022-110HRS/MO&; 0HRS DURING TRADING; INVESTMENT RELATED - 13 - 59 CH VENTURES MASTER LP- UMBRA SERIES B; LIMITED PATNERSHIP; AUSTIN, TEXAS; LIMITED PARTNER; PASSIVE INVESTOR; 2022-12; 0 HRS/MO; 0 HRS DURING TRADING; INVESTMENT RELATED. - 14 - TRUE VELOCITY; MANUFACTURING; GARLAND, TX; INVESTOR; PASSIVE INVESTOR; 2023-01; 0 HRS/MO; 0 HRS DURING TRADING; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-01 |
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