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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-13 |
Branch Locations
8 Wright Street Suite 107, Westport, CT 06880 • United States
Redding, CT • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Westport | CT | 04/2016 | 03/2026 |
| Steward Partners Global Advisory, Llc | Westport | CT | 03/2026 | Present |
| Steward Partners Investment Advisory, Llc | Westport | CT | 03/2026 | Present |
| Steward Partners Investment Solutions, Llc | Westport | CT | 03/2026 | Present |
(1)Name of Business: Red Roses LLC; City/State: Reddinng, CT; Activity Type: Business Ownership; Position/Title: Vice President; Investment Related: No; Start Date: 05/21/2018; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: I manage the business. (2)Name of Business: Sunshine Daydreams LLC; City/State: Redding , CT; Activity Type: Rental Real Estate; Position/Title: Vice President; Investment Related: No; Start Date: 12/01/2016; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: Landlord duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-05 |
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