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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 | 2024-11-19 |
| GA | RA | APPROVED | 2024-11-13 |
| TX | RA | APPROVED_RES | 2024-11-12 |
Branch Locations
1925 Vaughn Road Suite 200, Kennesaw, GA 30144 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2016 | 03/2020 |
| Bank Of America, N.A. | Atlanta | GA | 08/2019 | 03/2020 |
| Bny Mellon | Atlanta | GA | 03/2020 | 11/2024 |
| Bny Mellon Securities Corporation | Atlanta | GA | 12/2022 | 11/2024 |
| Steward Partners Global Advisory, Llc | Kennesaw | GA | 11/2024 | Present |
| Steward Partners Investment Solutions, Llc | Kennesaw | GA | 11/2024 | Present |
| Steward Partners Investment Advisory, Llc | Kennesaw | GA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 1996-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-01 |
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