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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_RES | 2025-03-21 |
| NY | RA | APPROVED | 2024-06-10 |
Branch Locations
99 Park Avenue Suite 1910, New York, NY 10016 • United States
Southamption, NY • 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 |
|---|---|---|---|---|
| Overbrook Management Corporation | New York | NY | 04/2009 | 02/2024 |
| Steward Partners Investment Solutions | New York | NY | 02/2024 | Present |
| Steward Partners Global Advisory | New York | NY | 02/2024 | Present |
| Steward Partners Investment Advisory, Llc | New York | NY | 06/2024 | Present |
Trustee for RM Robert Trusts. Investment related. 4 hours spent on this activity per month. Not personally compensated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-27 |
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