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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
17806 Ih 10 W Suite 300, San Antonio, TX 78257 • United States
Albuquerque, NM • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2010 | 09/2018 |
| Raymond James & Associates | Boerne | TX | 09/2018 | 07/2022 |
| Steward Partners Global Advisory, Llc | San Antonio | TX | 07/2022 | Present |
| Steward Partners Investment Solutions, Llc | San Antonio | TX | 07/2022 | Present |
| Steward Partners Investment Advisory, Llc | San Antonio | TX | 07/2022 | Present |
1)Name of Business : JD3 Properties Address: 11039 Wilson Oaks,San Antonio, TX Nature of the Business: Rental Real Estate Position/Title: Director Investment Related:Yes Start Date: 12/29/2015 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 1 Description of duties: My friend and I purchased a duplex for rent - 2 - 72 BEACHES LLC; REAL ESTATE; SAN ANTIONIO, TX; OWNER; PROPERTY MANAGER; 2021-09; 4 HRS/MO; 0 HRS DURING TRADING; NOT INVESTMENT RELATED. 3.) Coral Cay Condo Rental Association; Rental Properties; Port Aransas, TX; Board Member; rental properties; 05/23/2013; 0 HRS During trading; not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-25 |
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