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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-23 |
Branch Locations
Livingston, NJ • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
100 Campus Drive Suite 110, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Global Advisory, Llc | Florham Park | NJ | 08/2025 | Present |
| Steward Partners Investment Solutions, Llc | Florham Park | NJ | 08/2025 | Present |
| Steward Partners Investment Advisory, Llc | Florham Park | NJ | 08/2025 | Present |
| Cfra Research | New York | NY | 04/2019 | 08/2025 |
| Cfra Research | New York | NY | 01/2019 | 03/2019 |
| Unemployed | Livingston | NJ | 12/2018 | 01/2019 |
| Warburg Pincus | New York | NY | 05/2016 | 11/2018 |
Name of Business: Rental Property; City/State: West Orange, NJ; Activity Type: Real Estate for Rent/Lease; Position/Title: Property Owner/Landlord; Investment Related: No; Start Date: 04/15/2023; Hours per month devoted to this business: <4; Hours per month devoted to the business during trading hours: <4; Description of Duties: Landlord activities: lease renewal negotiations, fix or replace appliances as needed, and arrange for property maintenance several times a year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-17 |
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