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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-12-07 |
Branch Locations
115 West Century Road Suite 145, Paramus, NJ 07652 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Oradell, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Paramus | NJ | 06/2011 | 11/2017 |
| Raymond James Financial Services, Inc. | Rochelle Park | NJ | 11/2017 | 05/2022 |
| Steward Partners Global Advisory, Llc | Paramus | NJ | 11/2017 | Present |
| Steward Partners Investment Advisory, Llc | Paramus | NJ | 11/2017 | Present |
| Steward Partners Investment Solutions, Llc | Paramus | NJ | 05/2022 | Present |
1) Name of Business : Steward Partners Investment Advisory, LLC Address: Paramus, NJ Nature of the Business: Independent RIA Position/Title: Investment Adviser Investment Related:Yes Start Date: 11/10/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Provide advisory services to my clients. 2) Name of Business : Steward Partners Global Advisory Address: Paramus, NJ Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related:Yes Start Date: 04/24/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Install insurance products listed
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-03 |
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