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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-07 |
| DC | RA | APPROVED | 2017-04-12 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Washington | DC | 12/2008 | 03/2017 |
| Raymond James Financial Services , Inc. | Washington | DC | 03/2017 | 05/2022 |
| Steward Partners Golobal Advisory, Llc | Washington | DC | 03/2017 | Present |
| Steward Partners Investment Advisors, Llc. | Washington | DC | 03/2017 | Present |
| Steward Partners Investment Solutions, Llc | Washington | DC | 05/2022 | Present |
(1)Name of Business: 4500 S Four Mile Run #317, Arlington Va Address: 4429 36th street N, Arlington , VA, 22207 , United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/30/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collect rent checks, pay bills (2)Name of Business: 4507 Hazeltine Court, unit C, Alexandria Va, 22312 Address: 4429 36th street N, Arlington, VA, 22207 , United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/30/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collect rent checks/ pay Bills (3)Name of Business: 5130 Maris Ave #301, Alexandria Va Address: 4429 36th street N, Arlington, VA, 22207, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/30/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collect rent, pay bills. (4) Name of Business: 7700 Lafayette Forest #31, Alexandria Va Address: 4429 36th street N, arlington, VA, 22207, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/30/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: collect rent, pay bills (5) 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: No Start Date: 03/30/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Install insurance products listed (6) Name of Business: Steward Partners Investment Advisory LLC Address: 1776 I St NW Ste 700, Washington, DC, 20006, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 03/30/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: IAR and Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-17 |
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