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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-15 |
Branch Locations
1920 Mckinney Avenue Suite 1150, Dallas, TX 75201 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Dallas | TX | 06/2009 | 03/2019 |
| Raymond James Financial Services, Inc. | Dallas | TX | 03/2019 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Dallas | TX | 03/2019 | Present |
| Steward Partners Global Advisory,Llc | Dallas | TX | 03/2019 | Present |
| Steward Partners Investment Solutions, Llc | Dallas | TX | 05/2022 | Present |
(1)Name of Business: Park Cities Group Address: 1920 McKinney Ave Suite 1150, Dallas, TX, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/19/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-06 |
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