Best Investors Account Sign in
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 2026-07-23
TX RA APPROVED 2026-07-20
FL RA APPROVED 2026-07-17
  • LA RA
    APPROVED
    Since 2026-07-23
  • TX RA
    APPROVED
    Since 2026-07-20
  • FL RA
    APPROVED
    Since 2026-07-17

Branch Locations

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

Seminole, FL • 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
T. Rowe Price Tampa FL 02/2011 04/2019
T Rowe Price Colorado Springs CO 04/2019 01/2020
Raymond James & Associates, Inc St Petersburg FL 01/2020 03/2022
Raymond James Financial Services, Inc. Clearwater FL 03/2022 06/2022
Steward Partners Investment Advisory, Llc Clearwater FL 03/2022 11/2022
Steward Partners Global Advisory, Llc Clearwater FL 03/2022 11/2022
Steward Partners Investment Advisory Llc Seminole FL 03/2022 11/2022
Steward Partners Investment Solutions, Llc Clearwater FL 05/2022 11/2022
Raymond James Financial Services, Inc. St. Petersburg FL 11/2022 10/2024
Raymond Jams Financial Services Advisors, Inc. St. Petersburg FL 11/2022 10/2024
Raymond James & Associates, Inc. St. Petersburg FL 10/2024 07/2026
Steward Partners Global Advisory, Llc Seminole FL 07/2026 Present
Steward Partners Investment Advisory, Llc Seminole FL 07/2026 Present
Steward Partners Investment Solutions, Llc Seminole FL 07/2026 Present
  • 02/2011 → 04/2019
    T. Rowe Price
    Tampa, FL
  • 04/2019 → 01/2020
    T Rowe Price
    Colorado Springs, CO
  • 01/2020 → 03/2022
    St Petersburg, FL
  • 03/2022 → 06/2022
    Raymond James Financial Services, Inc.
    Clearwater, FL
  • 03/2022 → 11/2022
    Clearwater, FL
  • 03/2022 → 11/2022
    Steward Partners Global Advisory, Llc
    Clearwater, FL
  • 03/2022 → 11/2022
    Seminole, FL
  • 05/2022 → 11/2022
    Steward Partners Investment Solutions, Llc
    Clearwater, FL
  • 11/2022 → 10/2024
    Raymond James Financial Services, Inc.
    St. Petersburg, FL
  • 11/2022 → 10/2024
    Raymond Jams Financial Services Advisors, Inc.
    St. Petersburg, FL
  • 10/2024 → 07/2026
    St. Petersburg, FL
  • 07/2026 → Present
    Steward Partners Global Advisory, Llc
    Seminole, FL
  • 07/2026 → Present
    Seminole, FL
  • 07/2026 → Present
    Steward Partners Investment Solutions, Llc
    Seminole, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-30
S63 Uniform Securities Agent State Law Examination 2011-07-13
  • S66 Uniform Combined State Law Examination
    2014-06-30
  • S63 Uniform Securities Agent State Law Examination
    2011-07-13
Designations
Other Names
  • Joshua Thomas Green
  • Joshua T Green

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Stamford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor