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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
FL RA APPROVED 2026-06-09
TX RA APPROVED 2026-06-09
  • FL RA
    APPROVED
    Since 2026-06-09
  • TX RA
    APPROVED
    Since 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

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
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
  • 05/2026 → Present
    Steward Partners Global Advisory, Llc
    Largo, FL
  • 05/2026 → Present
    Largo, FL
  • 09/2022 → 05/2026
    Largo, FL
  • 06/2017 → 05/2022
    Keller Williams Realtor/Charles Ruttenburg
    Clearwater, FL
  • 11/2022 → 07/2024
    Johnson Brothers Of Florida
    Tampa, FL
  • 09/2014 → 08/2022
    Publix Supermarkets
    Largo, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-28
  • S65 Uniform Investment Adviser Law Examination
    2026-01-28

View on SEC IAPD

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