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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 | 2024-10-10 |
| MD | RA | APPROVED | 2024-09-23 |
| TX | RA | APPROVED_RES | 2024-09-23 |
| DC | RA | APPROVED | 2016-04-22 |
Branch Locations
1776 I St. Nw Ste. 700, Washington, DC 20006 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Frederick, MD • 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 |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Washington | DC | 08/2015 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Washington | DC | 01/2016 | Present |
| Steward Partners Global Advisory | Washington | DC | 02/2014 | Present |
| Steward Partners Investment Solutions, Llc | Washington | DC | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-24 |
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