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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_RES | 2026-06-09 |
| FL | RA | APPROVED | 2026-05-07 |
Branch Locations
2300 Tall Pines Drive, Largo, FL 33771 • United States
Naples, FL • 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 |
|---|---|---|---|---|
| Ryder Transportation | Fort Myers | FL | 05/2012 | 11/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2021 | 08/2023 |
| Northwestern Mutual Investment Services Llc | Fort Myers | FL | 02/2022 | 02/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2022 | 08/2023 |
| Roycer Delgado | Fort Myers | FL | 08/2023 | 02/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2023 | 02/2024 |
| Jazz Wealth Managers, Inc. | Largo | FL | 02/2024 | 04/2026 |
| Steward Partners Global Advisory, Llc | Naples | FL | 05/2026 | Present |
| Steward Partners Investment Advisory, Llc | Naples | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-12 |
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