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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-06-17 |
Branch Locations
210 Third Avenue West, Hendersonville, NC 28739 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Asheville | NC | 01/2009 | 06/2019 |
| Raymond James Financial Services, Inc | Hendersonville | NC | 06/2019 | 05/2022 |
| Steward Partners Global Advisory, Llc | Hendersonville | NC | 06/2019 | Present |
| Steward Partners Investment Advisory, Llc | Hendersonville | NC | 06/2019 | Present |
| Steward Partners Investment Solutions, Llc | Hendersonville | NC | 05/2022 | Present |
Name of Business : Church Street Wealth Advisors of Steward Partners Address: Hendersonville, NC -Nature of the Business: Support Company/DBA (Owner) -Position/Title: Support Company/DBA (Owner) Investment Related:No -Start Date: 07/15/2021 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Sr. Registered Client Administrative Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-11 |
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