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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2024-03-15 |
| VA | RA | APPROVED | 2024-03-15 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
1214 Progressive Drive Suite 200, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Newark | DE | 08/2014 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 10/2017 | 03/2020 |
| Raymond James Financial Services, Inc. | Chesapeake | VA | 04/2020 | 03/2024 |
| Raymond James Financial Services Advisors, Inc | Chesapeake | VA | 01/2022 | 03/2024 |
| Freedom Street Partners | Chesapeake | VA | 04/2020 | 03/2024 |
| Steward Partners Global Advisory, Llc | Chesapeake | VA | 03/2024 | Present |
| Steward Partners Investment Advisory, Llc | Chesapeake | VA | 03/2024 | Present |
| Steward Partners Investment Solutions, Llc | Chesapeake | VA | 03/2024 | Present |
| Elan Wealth Management, Llc | Chesapeake | VA | 03/2024 | 12/2024 |
(1)Name of Business: Freedom Street Partners Address: 1214 Progressive Drive, Suite 200, Chesapeake, VA, 23320, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/13/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Client Relationship Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-10 |
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