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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-08-10 |
| PA | RA | APPROVED | 2019-06-21 |
| TX | RA | APPROVED | 2019-06-21 |
Branch Locations
8 East Germantown Pike Suite 200, Plymouth Meeting, PA 19462 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Plymouth Meeting, PA • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Conshohocken | PA | 09/2013 | 05/2022 |
| Raymond James Financial Services Advisors Inc. | Conshohocken | PA | 09/2013 | 06/2020 |
| Mormurall Llc | Plymouth Meeting | PA | 12/2009 | 12/2016 |
| Morbark,Llc | Plymouth Meeting | PA | 09/2017 | 07/2018 |
| Steward Partners Global Advisory, Llc | Conschohocken | PA | 06/2019 | Present |
| Steward Partners Investment Advisory, Llc | Conshohocken | NJ | 06/2019 | Present |
| Steward Partners Investment Solutions, Llc | Conshohocken | PA | 05/2022 | Present |
1) SAINT JOSEPH PREPARATORY SCHOOL. PHILADELPHIA, PA. 07/2001 TO PRESENT - COACH(PAID) - ASSISTANT BASKETBALL COACH - 20 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED. 2) JD MCGILLICUDDY'S PUB. INVESTMENT RELATED. STARTED:08/2016. PHILADELPHIA, PA. OWNER/PARTNER. 10 HRS PER MONTH, 0 DURING TRADING HRS. SILENT PARTNER. 3) Steward Partners Global Advisory. Address: Conshohocken, PA Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related:Yes Start Date: 06/25/2019 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 2 Description of duties: install insurance products listed 4) STEWARD PARTNERS INVESTMENT ADVISORY. INVESTMENT RELATED. STARTED 06/2019. INDEPENDENT RIA. PLYMOUTH MEETING, PA. INVESTMENT ADVISER REPRESENTATIVE. 0 HRS PER MONTH. - 5 - LASALLE MEN'S BASKETBALL BLUE CHIP CLUB; NON-PROFIT; NEW YORK, NY; investor; PASSIVE INVESTOR; 2018-12; 0 HRS/MO; 0 HRS DURING TRADING; INVESTMENT RELATED. 6) Name of Business: Just Win Today Foundation; City/State: Norristown, PA; Activity Type: Board/Committee Membership; Position/Title: Board Member; Investment related: No; Start Date: 06/14/2024; Hours per month devoted to this business: 1; Hours per month devoted to this business during trading hours: 0; Description of duties: Board Member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-23 |
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