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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-15 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Johnstown, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 03/2014 | Present |
| Steward Partners Investment Advisory, Llc | Johnstown | OH | 01/2026 | Present |
| Steward Partners Investment Solutions, Llc | Johnstown | OH | 01/2026 | Present |
| Steward Partners Global Advisory, Llc | Johnstown | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-03 |
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