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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-09 |
| FL | RA | APPROVED | 2024-11-18 |
| GA | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-11-07 |
Branch Locations
1925 Vaughn Road Suite 200, Kennesaw, GA 30144 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
3801 Pga Blvd Suite 600, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company Llc | Palm Beach | FL | 11/2015 | 09/2023 |
| First Republic Investment Management | Palm Beach | FL | 11/2015 | 09/2023 |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 09/2023 | 11/2024 |
| Jp Morgan Chase Bank, N.A. | Palm Beach Gardens | FL | 10/2023 | 11/2024 |
| Jp Morgan Private Wealth Advisors, Llc | Palm Beach Gardens | FL | 11/2015 | 11/2024 |
| Steward Partners Global Advisory, Llc | Palm Beach Gardens | FL | 11/2024 | Present |
| Steward Partners Investment Advisory, Llc | Palm Beach Gardens | FL | 11/2024 | Present |
| Steward Partners Investment Solutions, Llc | Palm Beach Gardens | FL | 11/2024 | Present |
Name: 123 Datura, LLC; City/State: West Palm Beach, FL; Nature of business: Restaurant/Bar; Duties: limited partner; Start date: 3/15/2016; 0 HR/MO devoted to this activity; 0 HRS/MO dedicated during trading hours; Not Investment Related. Name: 257 Restaurant LLC: City/State: Palm Beach, FL: Nature of business: Restaurant/Bar: Duties: Limited Partner, Start Date: 03/16/2016: 0 HR/MO devoted to this activity; 0 HRS/MO dedicated during trading hours; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-17 |
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