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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 | 2024-10-11 |
| NH | RA | APPROVED | 2016-03-23 |
Branch Locations
145 Maplewood Avenue Suite 100, Portsmouth, NH 03801 • 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 |
|---|---|---|---|---|
| Steward Partners Global Advisory Llc | Portsmouth | NH | 03/2016 | Present |
| Raymond James Financial Services, Inc. | Portsmouth | NH | 12/2013 | 05/2022 |
| Raymond James Financial Services Advisors Inc. | Portsmouth | NH | 12/2013 | 12/2016 |
| Steward Partners Investment Solutions, Llc | Portsmouth | NH | 05/2022 | Present |
| Steward Partners Investment Advisory, Llc | Portsmouth | NH | 01/2016 | Present |
(1)Name of Business: 1307 Reaney Property Address: 691 Brackett Rd, Rye, NH, 03870, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/1998 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Highwater Wealth Group Address: 145 Maplewood Avenue, Portsmouth, NH, 03801, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Management (3)Name of Business: Reaney 1303 Property Address: 691 Brackett Rd, Rye, NH, 03870, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Steward Partners Investment Advisory, LLC Address: 29 Maplewood Ave Ste C, Portsmouth, NH, United States Activity Type: Independent RIA Position/Title: Investment Related: No Start Date: 01/14/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide advisory services for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-11 |
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