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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-03 |
| TX | RA | APPROVED | 2024-09-03 |
Branch Locations
99 Park Avenue Suite 1910, New York, NY 10016 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Partners Global Advisory, Llc | New York City | NY | 04/2024 | Present |
| Unemployed | New York City | NY | 11/2023 | 04/2024 |
| Essencemediacom | New York City | NY | 07/2022 | 11/2023 |
| Unemployed | Boulder/New York City | NY | 01/2022 | 07/2022 |
| Sugarfish | Los Angeles | CA | 11/2021 | 12/2021 |
| Travelling | Boulder | CO | 02/2021 | 10/2021 |
| Darktrace | Boulder | CO | 08/2020 | 02/2021 |
| Fischer Capital Management Llc | Boulder | CO | 05/2020 | 08/2020 |
| Colorado College | Colorado Springs | CO | 08/2017 | 05/2020 |
| Miami University | Oxford | OH | 08/2016 | 07/2017 |
| Steward Partners Investment Solutions, Llc | New York | NY | 04/2024 | Present |
| Steward Partners Investment Advisory, Llc | New York | NY | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-15 |
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