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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2019-01-17 |
| TX | RA | APPROVED | 2019-01-17 |
Branch Locations
16 Middle Street Suite 501B, Portland, ME 04101 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Portland | ME | 01/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | ME | 11/2016 | 01/2019 |
| Raymond James Financial Services, Inc. | Portland | ME | 01/2019 | 05/2022 |
| Steward Partners Global Advisory, Llc | Portland | ME | 01/2019 | Present |
| Steward Partners Investment Advisory, Llc | Portland | ME | 01/2019 | Present |
| Rental Real Estate | Portland | ME | 01/2019 | Present |
| Steward Partners Investment Solutions, Llc | Portland | ME | 05/2022 | Present |
(1)Name of Business: Good Nylund Wealth Management Address: 16 Middle Street Suite 501B, Portland, ME, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/17/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2)Name of Business: Steward Partners Investment Advisory LLC Address: 16 Middle Street Suite 501B, Portland, ME, United States Activity Type: Independent RIA Position/Title: Investment Related: No Start Date: 01/17/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide Investment advice to clients (3)Name of Business: Steward Partners Global Advisory LLC Address: 16 Middle Street Suite 501B, Portland, ME, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 01/17/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Install insurance products listed (4)Name of Business: Sweetser Address: 2 Pendleton Dr, Saco, ME, 04072, United States Activity Type: Non profit Position/Title: Board Member, Subcommittee Member, Committee Member Investment Related: Yes Start Date: 01/17/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend finance committee meetings and keep track of Sweetser's financial progress and budgeting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-06 |
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