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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-04-03 |
| TX | RA | APPROVED_RES | 2016-08-17 |
| DC | RA | APPROVED | 2016-04-22 |
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
Alexandria, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Washington | DC | 09/2013 | 05/2022 |
| Raymond James Financial Services Advisors Inc. | Washington | DC | 10/2013 | 05/2022 |
| Steward Partners Global Advisory, Llc | Washington | DC | 04/2015 | 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: Steward Partners Global Advisory Address: 1776 I St NW Ste 700, Washington, DC, 20006, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/02/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Install stated insurance products (2)Name of Business: Steward Partners Investment Advisory LLC Address: 1776 I St NW Ste 700, Washington, DC, United States Activity Type: Independent RIA Position/Title: Investment Related: No 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: Provide advisory services to clients (3)Name of Business: The Schwab Group Address: 1776 I St NW Ste 700, Washington, DC, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/20/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FounderER MONTH. FOUNDER/OWNER. (4)SPARK THE JOURNEY; WASHINGTON, DC; CO-FOUNDER AND CHAIRMAN EMERITUS; 1992-03; 1HR/MO NOT DURING TRADING HOURS; NOT INVESTMENT RELATED (5)HUNDREDFOLD FOUNDATION; ALEXANDRIA, VA; CO-FOUNDER; 2015-06; 1HR/MO NOT DURING TRADING HOURS; NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-31 |
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