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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 | 2020-07-11 |
| OH | RA | APPROVED | 2017-11-21 |
| TX | RA | APPROVED_RES | 2017-07-26 |
Branch Locations
Cincinnati, OH • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
8044 Montgomery Rd Suite 700, Deer Park, OH 45236 • United States
1800 Tysons Blvd Suite 360, Mclean, VA 22102 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Kenwood | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Kenwood | OH | 11/2016 | 06/2017 |
| Raymond James Financial Services, Inc. | Washington | DC | 06/2017 | 05/2022 |
| Steward Partners Global Advisory | Mclean | VA | 06/2017 | Present |
| Steward Partners Investment Advisory, Llc | Mc Lean | VA | 06/2017 | Present |
| Steward Partners Investment Solutions, Llc | Mclean | VA | 05/2022 | Present |
(1)Name of Business: NOVA Retirement Strategies @ Steward Partners Address: 1800 Tysons Blvd, Ste 360, McLean, VA, 22102, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/03/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisors operating under Team name (2)Name of Business: Rosalyn Staadeker Trust Address: 1800 Tysons Blvd Ste 360, Mc Lean, VA, United States Activity Type: Control Person Position/Title: Trustee Investment Related: No Start Date: 06/15/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee and Advisor on the account. This is my spouse's living Trust. (3)Name of Business: Staadeker Wealth Management Group Address: 1800 Tysons Blvd Ste 360, Mc Lean, VA, United States Activity Type: Support Company - Non Owner Position/Title: Investment Related: No Start Date: 06/15/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: counsel high net worth clients with financial planning and investment advice (4)Name of Business: STEWARD PARTNERS GLOBAL ADVISORY Address: 1800 Tysons Blvd Ste 360, Mc Lean, VA, 22102, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/02/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Term and Universal Life Insurance, including variable and index products. Long Term Care and Life with Long-term Care riders (5)Name of Business: Steward Partners Investment Advisory LLC Address: 1800 Tysons Blvd Ste 360, Mc Lean, VA, 22102, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 06/15/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Plan and advise high net worth client on their financial planning and investment needs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-07 |
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