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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-07 |
| TX | RA | APPROVED_RES | 2025-08-06 |
Branch Locations
1536 West Church Street, Newark, OH 43055 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Gahanna | OH | 08/2010 | 06/2020 |
| J.P. Morgan Securities Llc | Pataskala | OH | 10/2012 | 06/2020 |
| Redwood Holding Company | Westerville | OH | 04/2011 | 06/2020 |
| Redwood Renovations, Inc. | New Albany | OH | 02/2020 | 06/2020 |
| Ameriprise Financial Services Llc | Newark | OH | 06/2020 | 08/2025 |
| Steward Partners Investment Solutions, Llc | Newark | OH | 08/2025 | Present |
| Steward Partners Investment Advisory, Llc | Newark | OH | 08/2025 | Present |
| Steward Partners Global Advisory, Llc | Newark | OH | 08/2025 | Present |
1) Name of Business: 3J&E, LLC; City/State: Newark, OH; Activity Type: Business Ownership; Position/Title: Managing Member; Investment-related: No; Start Date: 09/29/2022; Hours per month devoted to this business: 2; Hours per month devoted to this business during trading hours: 0; Description of Duties: Manage property, manage books, general oversight. 2) Redwood Renovataions, Inc; Consulting services; Consulting; 769 Curleys Court, , Columbus, OH, 43235; Investment-Related; 06/26/2020; 20 to 39 hours per month; 0 during trading hours. 3) Name of Business: No Hard Feelings Property Group, LLC; City/State: Columbus, OH; Activity Type: Business Ownership; Position/Title: Member; Investment-related: Yes; Start Date: 01/27/2026; Hours per month devoted to this business: <4; Hours per month devoted to this activity during trading hours: <4; Description of duties: Managing rental agreements and overseeing leases.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-26 |
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