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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
GA RA APPROVED 2025-05-29
  • GA RA
    APPROVED
    Since 2025-05-29

Branch Locations

1551 Jennings Mill Rd Suite 2600-D, Watkinsville, GA 30677 • United States

230 Main St Sw, Gainesville, GA 30501 • United States

410 Peachtree Pkwy Bldg 400, Stuite 4245, Cumming, GA 30041 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • 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
Moore's Wealth Management Gainesville GA 01/2016 05/2025
Precision Capital Management Coppell TX 07/2016 04/2018
Advisory Services Network, Llc Atlanta GA 08/2017 05/2025
Steward Partners Global Advisory, Llc Gainesville GA 05/2025 Present
Steward Partners Investment Solutions, Llc Gainesville GA 05/2025 Present
  • 01/2016 → 05/2025
    Moore's Wealth Management
    Gainesville, GA
  • 07/2016 → 04/2018
    Precision Capital Management
    Coppell, TX
  • 08/2017 → 05/2025
    Advisory Services Network, Llc
    Atlanta, GA
  • 05/2025 → Present
    Steward Partners Global Advisory, Llc
    Gainesville, GA
  • 05/2025 → Present
    Steward Partners Investment Solutions, Llc
    Gainesville, GA
Previous Registrations
Other Businesses

1) THE TRADING PITT LLC: MANAGING MEMBER/TRADER SINCE 07/2019; LEARNING ABOUT AND TRADING ON THE FOREX MARKET. INVESTMENT RELATED ACTIVITY; APPROX. 0 HRS/MONTH, 0 HRS DURING TRADING HOURS; CITY/STATE: JEFFERSON, GA 2) PITT FAMILY LIMITED PARTNERSHIP LLC; HOLDING COMPANY FOR REAL ESTATE; 0HRS/MO DEVOTED TO ACTIVITY; 0 HRS/MO DEVOTED DURING BUSINESS HOURS; CITY/STATE: CENTERVILLE, UT; NOT INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-06
  • S65 Uniform Investment Adviser Law Examination
    2016-09-06

View on SEC IAPD

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