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Account
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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-27 |
Branch Locations
145 Maplewood Avenue Suite 100, Portsmouth, NH 03801 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Portsmouth, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Investment Advisory, Llc | Portsmouth | NH | 05/2026 | Present |
| Mml Investors Services Llc | Chicago | IL | 03/2022 | 12/2022 |
| Massmutual/Westpoint Capital | Chicago | IL | 02/2022 | 02/2025 |
| Citibank | Skokie | IL | 05/2021 | 02/2022 |
| Starbucks | Londonderry | NH | 03/2016 | 03/2021 |
| Loyola University Of Chicago | Chicago | IL | 01/2020 | 04/2020 |
| Loyola University Of Chicago | Chicago | IL | 08/2016 | 12/2021 |
| Mml Investors Services Llc | Chicago | IL | 12/2022 | 02/2025 |
| Steward Partners Global Advisory, Llc | Portsmouth | NH | 09/2025 | Present |
| Steward Partners Investment Solutions, Llc | Portsmouth | NH | 09/2025 | Present |
| Unemployed | Manchester | NH | 03/2025 | 09/2025 |
Name of Business: DoorDash; City/State: Manchester, NH; Activity Type: Food Delivery; Position/Title: Independent Contractor; Investment Related: No; Start Date: 02/01/2025; Hours per month devoted to this business: 1O; Hours per month devoted to this business during trading hours: O; Description of duties: Food delivery.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-16 |
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