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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-08 |
| DC | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-07 |
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