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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-03-19
TX RA APPROVED_RES 2025-03-19
TN RA APPROVED 2024-02-05
  • LA RA
    APPROVED
    Since 2025-03-19
  • TX RA
    APPROVED_RES
    Since 2025-03-19
  • TN RA
    APPROVED
    Since 2024-02-05

Branch Locations

2061 Kidd Road, Nolensville, TN 37135 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ramsey Solutions Franklin TN 02/2014 08/2020
Move Home Nashville Franklin TN 09/2020 02/2022
Raymond James Financial Services, Inc Nashville TN 02/2022 01/2024
Southwestern Investment Group Franklin TN 02/2022 11/2022
Sagespring Wealth Partners Nashville TN 02/2022 01/2024
Seven Arrows, Llc Nolensville TN 01/2024 Present
Steward Partners Investment Solutions, Llc Nolensville TN 01/2024 Present
Steward Partners Investment Advisory, Llc Nolensville TN 01/2024 Present
  • 02/2014 → 08/2020
    Ramsey Solutions
    Franklin, TN
  • 09/2020 → 02/2022
    Move Home Nashville
    Franklin, TN
  • 02/2022 → 01/2024
    Raymond James Financial Services, Inc
    Nashville, TN
  • 02/2022 → 11/2022
    Southwestern Investment Group
    Franklin, TN
  • 02/2022 → 01/2024
    Nashville, TN
  • 01/2024 → Present
    Seven Arrows, Llc
    Nolensville, TN
  • 01/2024 → Present
    Steward Partners Investment Solutions, Llc
    Nolensville, TN
  • 01/2024 → Present
    Nolensville, TN
Previous Registrations
Other Businesses

(1) Name of Business: Samuel Fine Art; City/State: Franklin, TN; Activity Type: Part-Time; Activity/Employment Position/Title: Owner; Investment Related: No; Start Date: 01/01/2022; 10 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours; Description of duties: paint on canvasses and offer for sale via Instagram and a website. (2) Name of Business: Aull Wealth Team Address: 555 Marriott Dr Ste 150, Nashville, TN, 37214-5028, United States Activity Type: Support Company - Non-Owner Position/Title: Independent Contractor Investment Related: Yes; Start Date: 03/21/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-19
S63 Uniform Securities Agent State Law Examination 2006-10-06
  • S66 Uniform Combined State Law Examination
    2022-11-19
  • S63 Uniform Securities Agent State Law Examination
    2006-10-06

View on SEC IAPD

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