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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 | 2026-02-05 |
Branch Locations
1000 Se Monterey Commons Blvd Suite 202, Stuart, FL 34996 • 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 |
|---|---|---|---|---|
| Pnc Investments | Jupiter | FL | 06/2016 | 03/2017 |
| Pnc Bank | Jupiter | FL | 06/2016 | 03/2017 |
| Jp Morgan Chase Bank | Jupiter | FL | 03/2017 | 10/2021 |
| Jp Morgan Securities, Llc | Jupiter | FL | 03/2017 | 10/2021 |
| Raymond James & Associates, Inc | Stuart | FL | 03/2025 | 02/2026 |
| New York Mets | Port St. Lucie | FL | 10/2021 | 03/2025 |
| Steward Partners Global Advisory, Llc | Stuart | FL | 02/2026 | Present |
| Steward Partners Investment Advisory, Llc | Stuart | FL | 02/2026 | Present |
| Steward Partners Investment Solutions, Llc | Stuart | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-08 |
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