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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-16 |
| NY | RA | APPROVED | 2024-02-15 |
Branch Locations
22 Corporate Woods Boulevard 4Th Floor, Albany, NY 12211 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Saratoga Springs | NY | 05/2009 | 09/2016 |
| Raymond James Financial Services,Inc | Albany | NY | 09/2016 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Albany | NY | 09/2016 | 02/2024 |
| Steward Partners Global Advisory Llc | Albany | NY | 09/2016 | 02/2024 |
| Steward Partners Investment Solutions, Llc | Albany | NY | 05/2022 | 02/2024 |
| Janney Montgomery Scott Llc | Albany | NY | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-12-16 |
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