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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-05-12 |
| TX | RA | APPROVED | 2023-05-04 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
4949 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
Lake Oswego, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Investment Solutions, Llc | Lake Oswego | OR | 11/2009 | Present |
| Steward Partners Global Advisory, Llc | Lake Oswego | OR | 04/2021 | Present |
| Steward Partners Investment Advisory, Llc | Lake Oswego | OR | 05/2023 | Present |
1) Name of Outside Business Activity: Adam and the Backgrounds; Nature of Business: Extras for TV and Films; City/State: Portland, OR; List of Duties: Extra for TV and Films; Start Date: 05/22/2024; 1-2 Hours per month devoted to this activity: 0-1 Hours per month during trading hours; Not investment related. 2) Type of OBA: Business Ownership; Name of outside business activity: The Lindsey Group, LLC; Nature of business: Holding Company for Trost book merger; Position/Title: Managing Member: Duties: Member; City/State: Lake Oswego, OR; 0 HRS/MO devoted to this activity; 0 HRS/MO devoted during business hours; Start date: 12/31/2024; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-12 |
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