Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-10-10 |
| TX | RA | APPROVED | 2018-10-05 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
100 Campus Drive Suite 110, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Warren | NJ | 06/2009 | 10/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2018 |
| Raymond James Financial Services, Inc. | Morristown | NJ | 10/2018 | 05/2022 |
| Steward Partners Global Advisory, Llc | Florham Park | NJ | 10/2018 | Present |
| Steward Partners Investment Advisory, Llc | Florham Park | NY | 10/2018 | Present |
| Steward Partners Investment Solutions, Llc | Florham Park | NJ | 05/2022 | Present |
(1) Name of Business: Steward Partners Global Advisory Address: 100 Campus Dr Ste 110, Florham Park, NJ, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 05/08/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Install insurance products listed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-02 |
Reach out to this advisor