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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-09
NH RA APPROVED 2016-11-14
  • TX RA
    APPROVED_RES
    Since 2026-04-09
  • NH RA
    APPROVED
    Since 2016-11-14

Branch Locations

149 Emerald Street Unit B, Keene, NH 03431 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Northfield, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Keene NH 03/2011 11/2016
Raymond James Financial Services, Inc. Keene NH 11/2016 05/2022
Steward Partners Investment Advisory, Llc Keene NH 11/2016 Present
Steward Partners Global Advisory, Llc Keene NH 11/2016 Present
Steward Partners Investment Solutions, Llc Keene NH 05/2022 Present
  • 03/2011 → 11/2016
    Wells Fargo Advisors Llc
    Keene, NH
  • 11/2016 → 05/2022
    Raymond James Financial Services, Inc.
    Keene, NH
  • 11/2016 → Present
    Keene, NH
  • 11/2016 → Present
    Steward Partners Global Advisory, Llc
    Keene, NH
  • 05/2022 → Present
    Steward Partners Investment Solutions, Llc
    Keene, NH
Previous Registrations
Other Businesses

1)Name of Business : Steward Partners Investment Advisory LLC Address: 34 West Str,Keene, NH Nature of the Business: Independent RIA Position/Title: Investment Adviser Investment Related:Yes Start Date: 11/03/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: provide admin support and Advisory services for clients 2)BIG BROTHERS BIG SISTERS OF FRANKLIN COUNTY. NON-PROFIT AGENCY. GREENFIELD, MA. 20 HRS PER MONTH, 0 DURING TRADING HRS. STARTED:09/2013. NOT INVESTMENT RELATED. BOARD MEMBER. 3. Name of Business : Monadnock Capital Group Address: 34 West St,Keene, NH Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 04/27/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Support Staff

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-03
  • S66 Uniform Combined State Law Examination
    2011-02-03
Other Names
  • Jessica Lynn Lubanski
  • Jessica L Lubanski

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