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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-07 |
| TX | RA | APPROVED_RES | 2020-07-02 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
600 Cleveland Street Suite 1150, Clearwater, FL 33755 • United States
Dunedin, FL • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Clearwater | FL | 08/2006 | 07/2020 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 07/2020 | 05/2022 |
| Steward Partners Global Advisory, Llc | Clearwater | FL | 07/2020 | Present |
| Steward Partners Investment Advisory, Llc | Clearwater | FL | 07/2020 | Present |
| Steward Partners Investment Solutions, Llc | Clearwater | FL | 05/2022 | Present |
1) Steward Partners Global Advisory, LLC. Investment related. Insurance business. Clearwater, FL. Started: 07/2020. 0 hrs. per month, 0 during trading hrs. Insurance Agent. 2) Clearwater Jazz Holiday Foundation / Clearwater, FL / clearwaterjazz.com / Not investment related / Charity / Non-profit organization primary goal is to produce the preeminent jazz festival in Florida while preserving the legacy of jazz music / Active / Member of Board of directors / I provide input based on my experience as a former musician, parent and Businessman / Start Date:11/15/2010 / 2-5 hours most weeks.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-27 |
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