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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-26 |
| TX | RA | APPROVED | 2025-08-28 |
Branch Locations
New Braunfels, TX • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
800 Town And Country Boulevard Suite 300, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zacks Investment Management | Chicago | IL | 07/2008 | 08/2025 |
| Lbmz Securities, Inc. | Chicago | IL | 07/2008 | 08/2025 |
| Steward Partners Global Advisory, Llc | Houston | TX | 08/2025 | Present |
| Steward Partners Investment Advisory, Llc | Houston | TX | 08/2025 | Present |
| Stewart Partners Investment Solutions, Llc | Houston | TX | 08/2025 | Present |
1) Business Name: Turnpro, LLC dba Magnetic Finger; City/State: New Braunfels, TX; Activity Type: Business Ownership; Position/Title: Owner; Investment-Related: No; Start Date: 01/01/2003; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of Duties: Brining out new tools. I have final decision making authority I oversee as much as I can.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-03 |
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