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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-08-09 |
| TX | RA | APPROVED | 2024-07-16 |
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
Washington, DC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Global Advisory, Llc | Washington | DC | 02/2024 | Present |
| Self Employed - Pga Tour | Ponte Vedra Beach | FL | 05/2019 | 01/2024 |
| School - St. Patrick's Episcopal Day School And St. Albans Schoo | Washington | DC | 09/2000 | 05/2019 |
| Steward Partners Investment Solutions, Llc | Washington | DC | 02/2024 | Present |
| Steward Partners Investment Advisory, Llc | Washington | DC | 07/2024 | Present |
1) BCCC Scholarship Foundation, LTD; Washington, DC; Nature of business: provides scholarships to underprivileged kids to attend golf camps; responsibilities: Co-founder and Secretary; Not investment related; Start date 1/1/2022; 3 HRS/Mo devoted to activity, 0Hrs/mo during trading hours. 2) Rover; Olympia, WA: Nature of business: dog walking; Responsibilities: Walking dogs thru the Rover online app; Not Investment related; Start date 05/01/2023; 4 Hrs/Mo devoted to this activity; 0 HRS/Mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-13 |
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