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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 | 2025-04-02 |
| FL | RA | APPROVED | 2024-10-08 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
600 Cleveland Street Suite 1150, Clearwater, FL 33755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Global Advisory, Llc | Clearwater | FL | 01/2024 | Present |
| Oak Grove Middle School | Clearwater | FL | 01/2013 | 12/2016 |
| Clearwater High School | Clearwater | FL | 01/2017 | 12/2020 |
| University Of South Florida | St. Petersburg | FL | 01/2021 | 07/2021 |
| Florida State University | Tallahassee | FL | 08/2021 | 12/2023 |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2024 | Present |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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