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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-24 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
913 Gulf Breeze Parkway 27, Gulf Breeze, FL 32561 • 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 Advisors, Inc. | Gulf Breeze | FL | 05/2009 | 06/2024 |
| Wells Fargo Advisors Financial Network, Llc | Gulf Breeze | FL | 06/2024 | Present |
(1)Name of Business: The Stewrt Markey Group Address: 913 Gulf Breeze Pkwy Ste 27, Gulf Breeze, FL, 32561-4891, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: Yes Start Date: 05/05/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Over see all aspects of the business RENTAL PROPERTY, INV RELATED, GULF BREEZE, FL, 33.33% OWNERSHIP, START 6/27/24, 5 HRS PER MONTH, 0 HRS DURING TRADING; THE STEWART MARKEY GROUP; INV RELATED;GULF BREEZE,FL; WEALTH MANAGEMENT BUSINESS.;50% OWNERSHIP; START DATE: 06/20/2026; 10 HRS PER MONTH; 10 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-15 |
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