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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 2024-05-02
  • FL RA
    APPROVED
    Since 2024-05-02

Branch Locations

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

600 Cleveland St Suite 1150, Clearwater, FL 33755 • 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 Clearwater FL 01/2023 Present
Fisher Investments Tampa FL 06/2021 01/2023
Apple, Inc Gainesville FL 05/2018 05/2021
University Of Florida Gainesville FL 06/2017 05/2021
Clearwater Central Catholic Clearwater FL 08/2013 05/2017
Steward Partners Investment Solutions, Llc Clearwater FL 01/2023 Present
Steward Partners Investment Advisory, Llc Clearwater FL 04/2024 Present
  • 01/2023 → Present
    Steward Partners Global Advisory
    Clearwater, FL
  • 06/2021 → 01/2023
    Fisher Investments
    Tampa, FL
  • 05/2018 → 05/2021
    Apple, Inc
    Gainesville, FL
  • 06/2017 → 05/2021
    University Of Florida
    Gainesville, FL
  • 08/2013 → 05/2017
    Clearwater Central Catholic
    Clearwater, FL
  • 01/2023 → Present
    Steward Partners Investment Solutions, Llc
    Clearwater, FL
  • 04/2024 → Present
    Clearwater, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-24
  • S66 Uniform Combined State Law Examination
    2024-04-24
Other Names
  • Michelle Suzanne Dudenhoefer

View on SEC IAPD

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