Dawn Earl Thompson-Mayfield

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 06/2018
  Ubs Financial Services, Inc
  Norfolk, VA
• 07/2018 → 03/2024
  Raymond James Financial Services, Inc.
  Virginia Beach, VA
• 07/2018 → 03/2024
  Raymond James Financial Services Advisory, Inc.
  Virginia Beach, VA
• 07/2018 → 02/2020
  Townebank
  Virginia Beach, VA
• 03/2020 → 03/2024
  Freedom Street Partners
  Chesapeake, VA
• 12/2023 → Present
  Steward Partners Global Advisory, Llc
  Chesapeake, VA
• 03/2024 → Present
  Steward Partners Investment Solutions, Llc
  Chesapeake, VA
• 03/2024 → Present
  Steward Parters Investment Advisory, Llc
  Chesapeake, VA

Previous Registrations

• 2018-07-02 → 2024-03-15
  Raymond James Financial Services Advisors, Inc
  Virginia Beach, VA
  Chesapeake, VA
  Chesapeake, VA
• 2016-09-26 → 2018-07-10
  Ubs Financial Services Inc.
  Norfolk, VA

Other Businesses

(1)Name of Business: Freedom Street Partners Address: 1214 Progressive Dr Ste 200, Chesapeake, VA, 23320, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Director of Client Operations (2)Name of Business: Mayfield Designs, Inc. Address: 401 Briarfield Dr, Chesapeake, VA, 23322, United States Activity Type: Business Owner Position/Title: Vice President; Investment Related: No Start Date: 03/01/2025 Hours per month devoted to this business: 10; Hours per month devoted to this business during trading hours: 0-1; Description of duties: Assist with billing, record keeping, quickbooks.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-24

Other Names

• Dawn Thompson-Mayfield
• Dawn T Mayfield