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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 | 2025-01-02 |
| TX | RA | APPROVED | 2024-12-09 |
| FL | RA | APPROVED | 2023-06-15 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Land O Lakes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 05/2014 | 10/2018 |
| Usaa Financial Planning Services | Tampa | FL | 05/2014 | 01/2018 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 10/2018 |
| Raymond James Financial Services, Inc. | St Petersburg | FL | 10/2018 | 09/2022 |
| Raymond James Financial Services Advisors, Inc | St Petersburg | FL | 10/2018 | 09/2022 |
| Raymond James & Associates, Inc | St Petersburg | FL | 06/2022 | 09/2022 |
| Morgan Stanley | Temple Terrace | FL | 10/2022 | 06/2023 |
| Steward Partners Global Advisory, Llc | Land O Lakes | FL | 06/2023 | Present |
| Steward Partners Investment Solutions, Llc | Land O Lakes | FL | 06/2023 | Present |
| Steward Partners Investment Advisory, Llc | Land O Lakes | FL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-13 |
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