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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
VA RA APPROVED 2023-05-25
NJ RA APPROVED 2021-09-29
TX RA APPROVED 2021-09-28
  • VA RA
    APPROVED
    Since 2023-05-25
  • NJ RA
    APPROVED
    Since 2021-09-29
  • TX RA
    APPROVED
    Since 2021-09-28

Branch Locations

73 Grove Street, Somerville, NJ 08876 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • 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
Janney Montgomery Scott Llc Bedminister NJ 01/2016 08/2019
Raymond James Financial Services, Inc. Somerville NJ 08/2019 05/2022
Raymond James Financial Services Advisors, Inc. Somerville NJ 08/2019 09/2021
Steward Partners Investment Advisory, Llc Somerville NJ 09/2021 Present
Ibrahim Wealth Advisory Group Affiliated With Steward Partners Somerville NJ 09/2021 Present
Steward Partners Investment Solutions, Llc Somerville NJ 05/2022 Present
Previous Registrations
Other Businesses

(1)Name of Business: Ibrahim Wealth Advisory Group Address: 73 Grove St, Somerville, NJ, 08876, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/21/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-29
  • S66 Uniform Combined State Law Examination
    2016-06-29
Designations

View on SEC IAPD

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