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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-03-15 |
Branch Locations
317 S. West Street, Culpeper, VA 22701 • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Culpeper | VA | 03/2012 | 06/2017 |
| Raymond James Financial Services, Inc | Culpeper | VA | 06/2017 | 03/2024 |
| Koller Financial Services, Llc | Culpeper | VA | 03/2012 | 06/2020 |
| Raymond James Financial Services Advisors, Inc | Culpeper | VA | 08/2021 | 03/2024 |
| Freedom Street Partners | Culpeper | VA | 06/2020 | 03/2024 |
| Steward Partners Global Advisory, Llc | Culpeper | VA | 03/2024 | Present |
| Steward Partners Investment Solutions, Llc | Culpeper | VA | 03/2024 | Present |
| Steward Partners Investment Advisory, Llc | Culpeper | VA | 03/2024 | Present |
(1) Name of Business: Freedom Street Partners Address: 317 S West St, Culpeper, VA, 22701, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/29/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Employee of Support Company, Licensed Branch Professional, Administrative Duties, Client Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-13 |
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