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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 | 2022-10-27 |
| NJ | RA | APPROVED | 2022-03-04 |
Branch Locations
500 N. Franklin Turnpike 3Rd Floor, Suite 322, Ramsey, NJ 07446 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Hackensack | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hackensack | NJ | 11/2016 | 03/2022 |
| Raymond James Financial Services, Inc | Ramsey | NJ | 03/2022 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Ramsey | NJ | 03/2022 | Present |
| Ramapo Wealth Advisors | Ramsey | NJ | 03/2022 | Present |
| Steward Partners Investment Solutions, Llc | Ramsey | NJ | 05/2022 | Present |
(1)Name of Business: Address: 500 N Franklin Tpke Ste 322, Ramsey, NJ, 07446-1177, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/29/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Install insurance products listed (2)Name of Business: Ramapo Wealth Advisors Address: 500 N Franklin Tpke Ste 322, Ramsey, NJ, 07446-1177, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/03/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (3) Name of Business: Steward Partners Investment Advisory LLC Address: 500 N Franklin Tpke Ste 322, Ramsey, NJ, 07446-1177, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 03/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisory services for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-04 |
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