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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
Clearwater, FL • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
2300 Tall Pines Dr, Largo, FL 33771 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Global Advisory, Llc | Largo | FL | 05/2026 | Present |
| Steward Partners Investment Advisory, Llc | Largo | FL | 05/2026 | Present |
| Jazz Wealth Managers, Inc. | Largo | FL | 09/2022 | 05/2026 |
| Keller Williams Realtor/Charles Ruttenburg | Clearwater | FL | 06/2017 | 05/2022 |
| Johnson Brothers Of Florida | Tampa | FL | 11/2022 | 07/2024 |
| Publix Supermarkets | Largo | FL | 09/2014 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-28 |
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