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Account
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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-08-06 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
161 Washington Street Suite 925, Conshohocken, PA 19428 • United States
Gladwyne, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Conshohocken | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Conshohocken | PA | 11/2016 | 08/2020 |
| Raymond James Financial Services, Inc | Conshohocken | PA | 08/2020 | 05/2022 |
| Steward Partners Global Advisory, Llc | Conshohocken | PA | 08/2020 | Present |
| Steward Partners Investment Advisory, Llc | Conshohocken | PA | 08/2020 | Present |
| Steward Partners Investment Solutions, Llc | Conshohocken | PA | 05/2022 | Present |
(1) Name of Business : Bella LLC Address: Conshohocken, PA Nature of the Business: Business Owner Position/Title: Proprietor/Owner Investment Related: No Start Date: 01/01/2010 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Founder - patent for wallet (2) Name of Business: Steward Partners Investment Advisory LLC Address: 161 Washington St Ste 925, Conshohocken, PA, 19428, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 08/05/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-07 |
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