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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-07-20
  • VA RA
    APPROVED
    Since 2026-07-20

Branch Locations

448 Viking Drive Suite 230, Virginia Beach, VA 23452 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shore Point Advisors, Llc Brielle NJ 06/2024 07/2026
Secondary Education Virginia Beach VA 09/2014 06/2018
Virginia Wesleyan University Virginia Beach VA 08/2018 05/2022
Northwestern Mutual Virginia Beach VA 01/2021 02/2023
Heron Ridge Golf Club Virginia Beach VA 08/2022 06/2024
Steampro Virginia Beach VA 01/2019 11/2021
Steward Partners Global Advisory, Llc Virginia Beach VA 07/2026 Present
Steward Partners Investment Advisory, Llc Virginia Beach VA 07/2026 Present
  • 06/2024 → 07/2026
    Brielle, NJ
  • 09/2014 → 06/2018
    Secondary Education
    Virginia Beach, VA
  • 08/2018 → 05/2022
    Virginia Wesleyan University
    Virginia Beach, VA
  • 01/2021 → 02/2023
    Northwestern Mutual
    Virginia Beach, VA
  • 08/2022 → 06/2024
    Heron Ridge Golf Club
    Virginia Beach, VA
  • 01/2019 → 11/2021
    Steampro
    Virginia Beach, VA
  • 07/2026 → Present
    Steward Partners Global Advisory, Llc
    Virginia Beach, VA
  • 07/2026 → Present
    Virginia Beach, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-22
  • S65 Uniform Investment Adviser Law Examination
    2024-03-22
Other Names
  • Ashlee Bobzin
  • Ashlee M Bobzin

View on SEC IAPD

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