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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED | 2026-07-17 |
| CO | RA | APPROVED | 2026-07-02 |
Branch Locations
2950 E Harmony Rd Suite 250, Ft Collins, CO 80528 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Fort Colins | CO | 11/2022 | 05/2026 |
| Wells Fargo Bank, Na | Fort Colins | CO | 11/2021 | 05/2026 |
| First National Bank Of Omaha | Greeley | CO | 10/2021 | 10/2021 |
| Target | Loveland | CO | 06/2020 | 10/2021 |
| King Soopers (Kroger) | Greeley | CO | 01/2018 | 06/2020 |
| Nexcom | Goose Creek | SC | 06/2017 | 12/2017 |
| Sears | North Charleston | SC | 02/2017 | 06/2017 |
| Self Employed | Ladson | SC | 09/2016 | 02/2017 |
| King Soopers (Kroger) | Firestone | CO | 06/2013 | 09/2016 |
| Steward Partners Global Advisory, Llc | Fort Collins | CO | 07/2026 | Present |
| Steward Partners Investment Advisory, Llc | Fort Collins | CO | 07/2026 | Present |
| Steward Partners Investment Solutions, Llc | Fort Collins | CO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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