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Account
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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED | 2023-08-17 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
941 West Morse Blvd Suite 100, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 10/2009 | 08/2023 |
| Bank Of America, N.A. | Winter Park | FL | 12/2009 | 08/2023 |
| Steward Partners Global Advisory, Llc | Winter Park | FL | 08/2023 | Present |
| Steward Partners Investment Solutions, Llc | Winter Park | FL | 08/2023 | Present |
| Steward Partners Investment Advisory, Llc | Winter Park | FL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-31 |
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