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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-04-13 |
Branch Locations
600 Cleveland Street Suite 1150, Clearwater, FL 33755 • 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 |
|---|---|---|---|---|
| Morgan Stanley & Co. | Clearwater | FL | 04/2005 | 02/2017 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 02/2017 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 02/2017 | Present |
| Steward Partners Global Advisory | Clearwater | FL | 02/2017 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2022 | Present |
1. Steward Partners Investment Advisory LLC Address: Clearwater, FL Nature of the Business: Independent RIA Position/Title: Administration Investment Related:Yes Start Date: 02/16/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Wealth Management Associate. provide admin support 2.Steward Partners Global Advisory Address: Clearwater, FL Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Administration Investment Related:No Start Date: 02/16/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Wealth Management Associate 3. Hoffman Private Wealth Group Address: Clearwater, FL Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 11/16/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: FINANCIAL ADVISOR 4. Hoffman Hibbard Private Wealth Group Address: Clearwater, FL Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 06/29/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Wealth Management Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-07 |
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