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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 | 2026-05-14 |
| GA | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED_RES | 2026-02-05 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
3920 Arkwright Road Suite 335, Macon, GA 31201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterne Agee & Leach | Macon | GA | 09/2003 | 02/2026 |
| Stifel, Nicolaus & Company, Incorporated | Macon | GA | 07/2015 | 02/2026 |
| Stifel, Nicolaus & Company, Incorporated | Macon | GA | 07/2015 | 02/2026 |
| Steward Partners Global Advisory, Llc | Macon | GA | 02/2026 | Present |
| Steward Partners Investment Advisory, Llc | Macon | GA | 02/2026 | Present |
| Steward Partners Investment Solutions, Llc | Macon | GA | 02/2026 | Present |
1) CYPRESS LAKE CLUB; 101 COVINGTON DR. MACON GA 31210; SOCIAL FISHING CLUB; PRESIDENT; HAVE 15 MEMBERS; PRESIDE OVER ANNUAL MEMBER MEETINGS; AFFILIATION STARTED 05/01/1991; 1 HOUR PER QUARTER; NOT DURING SECURITIES TRADING HOURS; NOT INVESTMENT RELATED. 2) Name of Business: David G. Lucs, LLC; City/State: Macon, GA; Activity Type: Independent Consultant with Parker Poe Consulting, LLC; Position/Title: Member; Investment-related: No; Start Date: 07/30/2026; Hours per month devoted to this business: 12; Hours per month devoted to this business during trading hours: <4; Description of Duties: Sole member, serving as deal facilitator and relationship manager on transactions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-18 |
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