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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-27 |
| LA | RA | APPROVED | 2024-09-04 |
| TX | RA | APPROVED | 2024-09-03 |
| NY | RA | APPROVED | 2022-12-01 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Global Advisory Llc | Stamford | CT | 07/2022 | Present |
| Steward Partners Investment Solutions, Llc | Stamford | CT | 08/2022 | Present |
| Colgate University | Hamilton Ny | NY | 08/2018 | 05/2022 |
| Reliant Medical Group | Worcester | MA | 06/2021 | 08/2021 |
| Ups | Cambridge | MA | 06/2020 | 08/2020 |
| Sudbury Public Schools And Lincoln Sudbury Regional High School | Sudbury | MA | 09/2011 | 06/2018 |
| Steward Partners Investment Advisory, Llc | Stamford | CT | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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