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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 | 2019-12-16 |
Branch Locations
600 Cleveland Street Ste 1150, Clearwater, FL 33755 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Washington | DC | 05/2014 | 05/2022 |
| Steward Partners Global Advisory, Llc | Washington | DC | 05/2014 | 11/2019 |
| Raymond James Financial Services Advisors Inc. | Washington | DC | 06/2014 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 01/2016 | Present |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 12/2014 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2022 | Present |
1) Name of Business : Steward Partners Global Advisory Address: 600 Cleveland St Ste 1150,Clearwater, FL Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related:Yes Start Date: 12/08/2014 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 4 Description of duties: Install insurance products listed below 2) NON-VARIABLE INSURANCE, UNIVERSAL INSURANCE SERVICES, Clearwater, FL, AGENT, INVESTMENT RELATED, 12/2014, 2 HRS PER MONTH, 0 HRS DURING TRADING. 3) Name of Business : Steward Partners Investment Advisory Address: 600 Cleveland St Ste 1150,Clearwater, FL Nature of the Business: Independent RIA Position/Title: Advisor Investment Related:Yes Start Date: 01/14/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Investment Advisor and Manager of other Advisors in office and Head of Recruiting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-11 |
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