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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 | 2026-07-23 |
| TX | RA | APPROVED | 2026-07-20 |
| FL | RA | APPROVED | 2026-07-17 |
Branch Locations
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-13 |
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