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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 | 2026-01-26 |
| NJ | RA | APPROVED | 2024-11-19 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
73 Newark Pompton Turnpike 2Nd Floor, Riverdale, NJ 07457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farleigh Dickinson University | Madison | NJ | 08/2016 | 05/2020 |
| Ameriprise Financial Services, Llc | Riverdale | NJ | 02/2018 | 11/2024 |
| Steward Partners Global Advisory, Llc | Riverdale | NJ | 11/2024 | Present |
| Steward Partners Investment Solutions, Llc | Riverdale | NJ | 11/2024 | Present |
| Steward Partners Investment Advisory, Llc | Riverdale | NJ | 11/2024 | Present |
| Burklow & Rotella, Llc | Riverdale | NJ | 02/2018 | 11/2024 |
Name of Business: North Jersey Friends of NRA; City/State: Fairfax, VA; Activity Type: Non-profit organization; Position/Title: Treasurer; Investment-Related; No; Start Date: 03/01/2024; Hours per month devoted to this business <4; Hours per month devoted to this business during trading hours <4; Description of duties: Treasurer, Fundraising efforts, Decision-Making Authority, Financial Oversight, Signature Authority on chapter checking account, Reporting Relationships.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-28 |
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