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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 | 2026-04-28 |
| VA | RA | APPROVED | 2021-04-03 |
| DC | RA | APPROVED | 2016-05-02 |
Branch Locations
801 18Th Street Nw Suite 1000, Washington, DC 20006 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Vienna, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Washington | DC | 09/2013 | 05/2022 |
| Steward Partners Global Advisory, Llc | Washington | DC | 09/2013 | Present |
| Steward Partners Investment Advisory, Llc | Washington | DC | 01/2016 | Present |
| Steward Partners Investment Solutions, Llc | Washington | DC | 05/2022 | Present |
(1)Name of Business: Legacy Wealth Partners Address: 1776 I St NW Ste 700, Washington, DC, 20006, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Legacy Wealth Partners is a team name for our group. I am a team member/FA in the team. (2)Name of Business: Steward Partners Investment Advisory LLC Address: 1776 I St NW Ste 700, Washington, DC, 20006, United States Activity Type: Independent RIA Position/Title: Other, Advisor Investment Related: Yes Start Date: 01/14/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-08 |
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