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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-31 |
| FL | RA | APPROVED | 2024-11-19 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Clearwater | FL | 02/2017 | 08/2018 |
| Morgan Stanley | Clearwater | FL | 05/2014 | 02/2017 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 08/2018 | 05/2022 |
| Steward Partners Global Advisory Llc | Clearwater | FL | 02/2017 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2022 | Present |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 11/2024 | Present |
1) Guardian Asset Management Group Address: Clearwater, FL Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 08/18/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Support Team Member. 2) RoriDesigns. City/State: Clearwater, FL Nature of the Business: Freelance Design Position/Title: Graphic Designer (paid) Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: Marketing and graphic design work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-04 |
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