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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-04-01 |
| TX | RA | APPROVED | 2016-06-08 |
| MD | RA | APPROVED | 2016-05-12 |
Branch Locations
12518 Bushey Drive, Silver Spring, MD 20906 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
7550 Wisconsin Ave. Ste. 420, Bethesda, MD 20814 • United States
Hume, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bethesda | MD | 05/2016 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Bethesda, | MD | 05/2016 | Present |
| Steward Parnters Global Advisory Llc | Bethesda | MD | 05/2016 | Present |
| Steward Partners Investment Solutions, Llc | Bethesda | MD | 05/2022 | Present |
(1) Name of Business: O'Bryon Family Revocable Trust Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, United States Activity Type: Control Person Position/Title: Trustee Investment Related: No Start Date: 01/29/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: trustee with spouse (2) Name of Business: O'Bryon Investment Enterprises Address: 5932 Lake Sunset Lane, Hume, VA, 22639, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/17/1973 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: Steward Partners Global Advisory Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, 20814, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/10/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: install insurance products listed (4) Name of Business: Steward Partners Investment Advisory LLC Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: No Start Date: 05/12/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: investment management/financial planning for clients (5) Name of Business: The Greenbrier Financial Group Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, 20814, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/12/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: client investment/financial planning manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1980-03-25 |
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