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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
TX RA APPROVED_RES 2024-01-08
DC RA APPROVED 2019-03-13
  • TX RA
    APPROVED_RES
    Since 2024-01-08
  • DC RA
    APPROVED
    Since 2019-03-13

Branch Locations

801 18Th Street Nw Suite 1000, Wahington, DC 20006 • United States

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

Washington, DC • 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
Ymca Of South Hampton Roads Jamesville VA 06/2008 09/2016
Dc Strokes Rowing Club Washington DC 08/2017 06/2018
Raymond James Financial Services, Inc Washington DC 08/2016 08/2018
Steward Partners Global Advisory, Llc Washington DC 08/2016 Present
Steward Partners Investment Advisory, Llc Washington DC 08/2016 Present
Steward Partners Investment Solutions, Llc Washington DC 05/2022 Present
  • 06/2008 → 09/2016
    Ymca Of South Hampton Roads
    Jamesville, VA
  • 08/2017 → 06/2018
    Dc Strokes Rowing Club
    Washington, DC
  • 08/2016 → 08/2018
    Raymond James Financial Services, Inc
    Washington, DC
  • 08/2016 → Present
    Steward Partners Global Advisory, Llc
    Washington, DC
  • 08/2016 → Present
    Washington, DC
  • 05/2022 → Present
    Steward Partners Investment Solutions, Llc
    Washington, DC
Other Businesses

1) STEWARD PARTNERS INVESTMENT ADVISORY LLC; INVESTMENT RELATED; WASHINGTON ,DC; INDEPENDENT RIA; INTERN; 8/2016; HRS MO/BUSINESS: 0; HRS MO/TRADING: 0. 2) The Washington Wealth Group. Address: Washington, DC. Nature of the Business: Support Company/DBA (Non-Owner). Position/Title: Employee. Investment Related: No. Start Date: 06/01/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: CAM 3) Name of Business: Walter Johnson Crew Club Address: 4601 Annapolis Rd, Bladensburg, MD, 20710, United States Activity Type: Non profit Position/Title: Other Investment Related: No Start Date: 09/01/2015 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Head Coach - Oversees all training and race day activities of the Walter Johnson High School Crew team, including some administrative duties such as ordering supplies, submitting race entries, and ensuring compliance with governing bodies. 4) Name of business: Jackson Reed Crew; City/State: Washington, DC; Activity Type: Part-time Employment/Volunteer/Other; Position/Title: Assistant Coach; Investment Related: N; Start Date: 08/01/2024; Hours per month: 40; Hours per month during trading hours: 0; Description of Duties: Coach Varsity Rowing Team

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-07
  • S66 Uniform Combined State Law Examination
    2019-02-07
Designations

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