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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 | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-24 |
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