Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2016-03-21 |
Branch Locations
145 Maplewood Avenue Suite 100, Portsmouth, NH 03801 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Portsmouth | NH | 02/2016 | 05/2022 |
| Raymond James Financial Services Advisors Inc. | Portsmouth | NH | 02/2016 | 12/2016 |
| Steward Partners Investment Advisory, Llc | Portsmouth | NH | 02/2016 | Present |
| Steward Partners Global Advisory, Llc | Portsmouth | NH | 02/2016 | Present |
| Steward Partners Investment Solutions, Llc | Portsmouth | NH | 05/2022 | Present |
(1) Name of Business: Steward Partners Investment Advisory LLC Address: 29 Maplewood Ave Ste C, Portsmouth, NH, United States Activity Type: Independent RIA Position/Title: Investment Related: No Start Date: 02/25/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisory services to clients. (2) Name of Business: Winnicunnet High School Tennis Coach; City/State: Hampton, NH; Activity Type: High School Athletics Volunteer; Position/Title: Girls Varsity Tennis Assistant Coach; Investment Related: No; Start Date: 03/23/2026; Hours per month devoted to this business: 4-10; devoted to this business during trading hours: 4-10; Description of duties: Running JV practices and overseeing their matches and assisting with the Varsity team's practices and matches. (3) Name of Business: South Church Unitarian Universalist; Address: Portsmouth, NH; Activity Type: Board/Committee Memberships; Title: Board of Trustees; Start date: 01/28/2024; 10 hrs/mo, 0 hrs/mo during trading hours, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-01 |
Reach out to this advisor