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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-10 |
| FL | RA | APPROVED | 2022-11-04 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Clearwater, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler/ Jacksonville | AZ | 02/2013 | 08/2017 |
| Tapfin/Ey | Tampa | FL | 07/2018 | 09/2018 |
| Parking Services Mgt | Jacksonville | FL | 12/2017 | 05/2018 |
| Energy Solutions Direct | Jacksonville | FL | 08/2017 | 12/2017 |
| Raymond James Financial Services,Inc | Saint Petersburg | FL | 09/2018 | 12/2019 |
| Raymond James Financial Services Advisors Inc. | Saint Petersburg | FL | 09/2018 | 12/2019 |
| Raymond James & Associates, Inc | Clearwater | FL | 01/2020 | 10/2022 |
| Steward Partners Global Advisory Llc | Clearwater | FL | 10/2022 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 10/2022 | Present |
| Steward Partners Investment Advisory Llc | Clearwater | FL | 10/2022 | Present |
1) Name of outside activity: Tarpon Springs High School; City/State: Tarpon Springs, FL; Nature of business: Assistant High School Baseball Coach; Position/Title: Assistant Baseball Coach; Start date: 08/23/2024; Not Investment related; 30 Hrs/Mo devoted to this activity; 0 Hrs/Mo devoted during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-21 |
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