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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-07-12 |
Branch Locations
Battle Ground, WA • United States
4949 Meadows Road Suite 400, Lake Oswego, OR 97035 • 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 |
|---|---|---|---|---|
| Steward Partners Investment Solutions, Llc | Lake Oswego | OR | 08/2015 | Present |
| Steward Partners Global Advisory, Llc | Lake Oswego | OR | 04/2021 | Present |
| Steward Partners Investment Advisory, Llc | Lake Oswego | OR | 06/2023 | Present |
STEWARD PARTNERS GLOBAL ADVISORY LLC; FINANCIAL SERVICES DBA; LAKE OSWEGO, OR; EMPLOYEE; ADMINISTRATIVE; 04/23/2021; 0 HRS/MO; 0 HRS/MO DURING TRADING; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-23 |
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