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Advisor at STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Stuart, FL | STAMFORD, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Bd affiliated wealth | Feb 3, 2026 | n/a | yes | STAMFORD, CT|Stuart, FL | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Mar 1, 2017 | Feb 3, 2026 | no | STUART, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 16, 2015 | Feb 27, 2017 | no | STUART, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Feb 3, 2026 | Feb 3, 2026 | 0 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES & ASSOCIATES, INC. | Feb 27, 2017 | Mar 1, 2017 | 2 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:283004:FL:2026-02-03 | Feb 3, 2026 | Feb 3, 2026 | STUART, FL | Firm change |
| 7691:705:FL:2017-02-27 | Feb 27, 2017 | Mar 1, 2017 | STUART, FL | Firm change |