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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 | 2024-07-16 |
| TX | RA | APPROVED | 2024-07-11 |
Branch Locations
600 Cleveland St Suite 1150, Clearwater, FL 33755 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • 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 |
|---|---|---|---|---|
| Achieva Credit Union | Largo | FL | 07/2016 | 07/2024 |
| Cetera Investment Services Llc | St.CLoud | MN | 07/2016 | 07/2024 |
| Cetera Investment Advisers Llc | Largo | FL | 07/2016 | 07/2024 |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 07/2024 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 07/2024 | Present |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 07/2024 | Present |
1.)ROTARY CLUB-BOARD OF DIRECTORS AND CHAIRMAN OF MEMBERSHIP COMMITTEE; START DATE: 01/2013; NO COMP-NO SECURITIES CLIENTS; CLEARWATER, FL, 4 HR/MO DEVOTED TO ACTIVITY; 4 HRS/MO DEVOTED TO ACTIVITY DURING TRADING HOURS; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-09-20 |
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