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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 | 2023-05-25 |
| NJ | RA | APPROVED | 2021-09-29 |
| TX | RA | APPROVED | 2021-09-28 |
Branch Locations
73 Grove Street, Somerville, NJ 08876 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelpha | PA | 04/2013 | 08/2019 |
| Raymond James Financial Services, Inc. | Somerville | NJ | 08/2019 | 09/2021 |
| Steward Partners Investment Advisory, Llc | Somerville | NJ | 09/2021 | Present |
| Ibrahim Wealth Advisory Group Affiliated With Steward Partners | Somerville | NJ | 09/2021 | Present |
| Steward Partners Investment Solutions, Llc | Somerville | NJ | 05/2022 | Present |
(1)Name of Business: Ibrahim Propeties LLC; City/State: Somerville, NJ; Activity Type: Rental Real Estate Position/Title: Officer - CEO Investment Related: Yes Start Date: 04/11/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Ibrahim Wealth Advisory Group; City/State: Somerville, NJ; Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/21/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor/Investment Advisory 3) Name of Business: Book Publishing (My Life and Career); City/State: Somerville, NJ; Activity Type: Part-time Employment/Volunteer/Other; Position/Title: Author; Investment Related: Yes; Start Date: 11/01/2023; Hours per month devoted to this business: 20; Hours per month devoted to this business during trading hours: 0; Description of Duties: Writing a book about my life and career. 4) Name of Business: CFO Leadership Council; City/State: Andover, MD; Activity Type: Networking Group; Position/Type: Advisory Board Member; Investment Related: No; Start Date: 01/13/2026; Hours per month devoted to this business: 5; Hours per month devoted to this business during trading hours: 0; Description of duties: Attend all board meetings and functions pertaining to council.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-24 |
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