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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-14 |
| TX | RA | APPROVED_RES | 2020-06-26 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
677 Broadway 12Th Floor, Albany, NY 12207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Albany | NY | 05/2005 | 06/2020 |
| Raymond James Financial Services, Inc. | Albany | NY | 06/2020 | 05/2022 |
| Steward Partners Global Advisory Llc | Albany | NY | 06/2020 | Present |
| Steward Partners Investment Advisory, Llc | Albany | NY | 06/2020 | Present |
| Steward Partners Investment Solutions, Llc | Albany | NY | 05/2022 | Present |
1) Steward Partners Investment Advisory. Address: 677 Broadway Fl 12, Albany, NY Nature of the Business: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 06/25/2020 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Investment Advisor Rep. 3) Steward Partners Global Advisory, LLC. Investment related. Insurance business. Albany, NY. Started: 06/2020. 0 hrs. per month, 0 during trading hrs. Insurance Agent.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-11-15 |
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