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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_RES | 2024-12-12 |
| MO | RA | APPROVED | 2024-07-30 |
| VA | RA | APPROVED | 2021-06-15 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
St. Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Saint Louis | MO | 09/2008 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Saint Louis | MO | 11/2016 | 06/2021 |
| Raymond James Financial Services, Inc. | Washington | DC | 06/2021 | 05/2022 |
| Steward Partners Investment Advisory Llc | St. Louis | MO | 06/2021 | Present |
| Steward Partners Global Advisory, Llc | St. Louis | MO | 06/2021 | Present |
| Steward Partners Investment Solutions, Llc | St. Louis | MO | 05/2022 | Present |
2) Steward Partners Investment Advisory, LLC. - Investment related: Yes. Address: 1776 I St NW Ste 700,Washington, DC. Nature of the business: Independent RIA. Position: Registered Support Staff. Start Date: 6/2021. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Support advisory services for clients. 3) Name of Business: Landlord; Nature of business: Landlord for real estate; City/State: Washington, DC; Position/title: Owner/landlord; List of duties: collect rent and performing property maintenance as needed; Start Date: August 1, 2024; Hours per month devoted to this duty: 1-5; Hours per month devoted to this duty during trading hours: 0; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-28 |
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