Best Investors
Account
Sign in
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-07-10 |
| TX | RA | APPROVED | 2018-10-05 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
1800 Tysons Blvd. Suite 360, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Mclean | VA | 08/2017 | 10/2018 |
| Sterling Associates, Llc | Cleveland | OH | 07/2016 | 07/2017 |
| Raymond James Financial Services, Inc. | Mclean | VA | 10/2018 | 05/2022 |
| Steward Partners Global Advisory, Llc | Mclean | VA | 10/2018 | Present |
| Steward Partners Investment Advisory, Llc | Mclean | VA | 10/2018 | Present |
| Steward Partners Investment Solutions, Llc | Mclean | VA | 05/2022 | Present |
1) Name of Business: Steward Partners Investment Advisory LLC Address: 1800 Tysons Blvd Ste 360, Mc Lean, VA Nature of the Business: Independent RIA Position/Title: Independent RIA Investment Related:Yes Start Date: 10/04/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Portfolio Management Associate 2) Coyle Financial Group. Address: Washington, DC. Nature of the Business: Support Company/DBA (Non-Owner). Position/Title: Employee. Investment Related:No. Start Date: 10/04/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Wealth management Associate. (3) Name of Business: MCG KTR, LLC; City/State: Potomac, MD; Activity Type: Business Ownership; Position/Title: Investor Member; Investment-related: Yes; Start Date: 05/05/2026; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: Provide capital investment to the LLC - Passive oversight.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-30 |
Reach out to this advisor