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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-05-08 |
| TX | RA | APPROVED | 2023-05-04 |
Branch Locations
4949 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Lake Oswego, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Investment Solutions, Llc | Lake Oswego | OR | 06/2009 | Present |
| Steward Partners Global Advisory, Llc | Lake Oswego | OR | 04/2021 | Present |
| Steward Partners Investment Advisory, Llc | Lake Oswego | OR | 05/2023 | Present |
1) Type of OBA: Business Ownership; Name of outside business activity: The Lindsey Group, LLC; Nature of business: Holding Company for Trost book merger; Position/Title: Managing Member: Duties: Member; City/State: Lake Oswego, OR; 0 HRS/MO devoted to this activity; 0 HRS/MO devoted during business hours; Start date: 12/31/2024; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1980-02-22 |
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