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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
Branch Locations
600 Cleveland Street Suite 1150, Clearwater, FL 33755 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Tampa | FL | 03/2021 | 03/2025 |
| U.S. Bank | Clearwater | FL | 08/2020 | 03/2021 |
| Unemployed | St. Petersburg | FL | 05/2020 | 08/2020 |
| Raymond James Bank | St. Petersburg | FL | 04/2019 | 05/2020 |
| Unemployed | Tampa | FL | 01/2019 | 04/2019 |
| Bayview Loan Servicing, Llc | Coral Gables | FL | 12/2014 | 01/2019 |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 04/2025 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 04/2025 | Present |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-02 |
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