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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 | 2026-06-09 |
| TX | RA | APPROVED | 2026-06-05 |
Branch Locations
2 North Tamiami Trail Suite 602, Sarasota, FL 34236 • 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 |
|---|---|---|---|---|
| Steward Partners Global Advisory, Llc | Sarasota | FL | 06/2026 | Present |
| Steward Partners Investment Advisory, Llc | Sarasota | FL | 06/2026 | Present |
| Steward Partners Investment Solutions, Llc | Sarasota | FL | 06/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2015 | 12/2016 |
| Bank Of America, N.A. | Now York | NY | 04/2016 | 12/2016 |
| Ubs Financial Services Inc. | New York | NY | 12/2016 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-02 |
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