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Advisor at STEWARD PARTNERS INVESTMENT ADVISORY, LLC
STAMFORD, CT | WATKINSVILLE, GA | CUMMING, GA | GAINESVILLE, GA
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 | May 16, 2025 | n/a | yes | STAMFORD, CT|CUMMING, GA|WATKINSVILLE, GA|GAINESVILLE, GA | Current employment |
| ADVISORY SERVICES NETWORK | Independent wealth | Aug 9, 2017 | May 20, 2025 | no | Gainesville, GA|ATLANTA, GA|Gainesville, GA | Previous registration |
| VANN EQUITY MANAGEMENT LLC | Independent wealth | May 6, 2015 | Apr 4, 2018 | no | GAINESVILLE, GA | Previous registration |
| HORTER INVESTMENT MANAGEMENT, LLC | Independent wealth | Aug 28, 2013 | Jun 16, 2015 | no | GAINESVILLE, GA|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORY SERVICES NETWORK | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | May 20, 2025 | May 16, 2025 | -4 | Firm change | RIA to ibd |
| VANN EQUITY MANAGEMENT LLC | ADVISORY SERVICES NETWORK | Apr 4, 2018 | Aug 9, 2017 | -238 | Firm change after gap | Other |
| HORTER INVESTMENT MANAGEMENT, LLC | VANN EQUITY MANAGEMENT LLC | Jun 16, 2015 | May 6, 2015 | -41 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 146051:283004:GA:2025-05-20 | May 20, 2025 | May 16, 2025 | GAINESVILLE, GA | Firm change |
| 174239:146051:GA:2018-04-04 | Apr 4, 2018 | Aug 9, 2017 | GAINESVILLE, GA | Firm change after gap |
| 119880:174239:OH:2015-06-16 | Jun 16, 2015 | May 6, 2015 | CINCINNATI, OH | Firm change after gap |