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Advisor at STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Yardley, PA | 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 | Jul 13, 2026 | n/a | yes | STAMFORD, CT|Yardley, PA | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 24, 2025 | Jul 13, 2026 | no | SCOTTSDALE, AZ | Previous registration |
| OSAIC FS, INC. | Former SEC adviser | Jul 25, 2017 | Jan 24, 2025 | no | RADNOR, PA|FORT WAYNE, IN | Previous registration |
| BPV CAPITAL MANAGEMENT, LLC | Former SEC adviser | Jul 27, 2015 | Sep 9, 2016 | no | SHREWSBURY, NJ|KNOXVILLE, TN | Previous registration |
| SKYVIEW INVESTMENT ADVISORS LLC | Former SEC adviser | Oct 10, 2012 | Mar 20, 2015 | no | SHREWSBURY, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Jul 13, 2026 | Jul 13, 2026 | 0 | Firm change | Ibd to ibd |
| OSAIC FS, INC. | OSAIC WEALTH, INC. | Jan 24, 2025 | Jan 24, 2025 | 0 | Bulk transfer | Ibd to ibd |
| BPV CAPITAL MANAGEMENT, LLC | OSAIC FS, INC. | Sep 9, 2016 | Jul 25, 2017 | 319 | Firm change | Other |
| SKYVIEW INVESTMENT ADVISORS LLC | BPV CAPITAL MANAGEMENT, LLC | Mar 20, 2015 | Jul 27, 2015 | 129 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 156092:151588:NJ:2015-03-20 | Mar 20, 2015 | Jul 27, 2015 | SHREWSBURY, NJ | Firm change |