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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 | 2025-01-03 |
| ME | RA | APPROVED | 2023-05-04 |
| VA | RA | APPROVED | 2021-04-01 |
| DC | RA | APPROVED | 2016-05-12 |
| MD | RA | APPROVED | 2016-03-30 |
Branch Locations
801 18Th Street Nw Suite 1000, Washington, DC 20006 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Washington | DC | 03/2016 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Washington | DC | 03/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Washington | DC | 03/2016 | 05/2022 |
| Steward Partners Investment Solutions, Llc | Washington | DC | 05/2022 | Present |
| Steward Partners Global Advisory, Llc | Washington | DC | 03/2016 | Present |
1. RENTAL PROPERTY, 03/2016, NON-INVESTMENT RELATED, OWNER, WHITING, NJ, 0 HRS PER MONTH, 0 HRS DURING TRADING. 2. Name of Business: Steward Partners Global Advisory, Address: Washington, DC, Nature of the Business: Non-variable Insurance, Position/Title: Agent, Investment Related: Yes, Start Date: 06/01/2016, Hours per month devoted to this business: 2, Hours per month devoted to this business during trading hours: 1, Description of duties: Install Insurance products listed 3. Name of Business: Steward Partners Investment Advisory, LLC Address: 1776 I St NW Ste 700, Washington, DC, 20006, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 03/16/2016 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 4. Name of Business : The Verus Team Address: Washington, DC Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 06/10/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-21 |
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