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Advisor at STEWARD PARTNERS INVESTMENT ADVISORY, LLC
STAMFORD, CT | Sarasota, FL
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 | Jun 25, 2024 | n/a | yes | Sarasota, FL|STAMFORD, CT | Current employment |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Nov 29, 2021 | Sep 23, 2023 | no | CHICAGO, IL|Punta Gorda, FL | Previous registration |
| LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT | Former SEC adviser | Aug 8, 2018 | Dec 31, 2021 | no | PUNTA GORDA, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 28, 2014 | Aug 28, 2018 | no | PUNTA GORDA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Sep 23, 2023 | Jun 25, 2024 | 276 | Firm change | Ibd to ibd |
| LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT | HIGHTOWER ADVISORS, LLC | Dec 31, 2021 | Nov 29, 2021 | -32 | Firm change after gap | RIA to ibd |
| WELLS FARGO ADVISORS | LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT | Aug 28, 2018 | Aug 8, 2018 | -20 | Firm change | Wirehouse to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 297378:145323:FL:2021-12-31 | Dec 31, 2021 | Nov 29, 2021 | PUNTA GORDA, FL | Firm change after gap |
| 11025:297378:FL:2018-08-28 | Aug 28, 2018 | Aug 8, 2018 | PUNTA GORDA, FL | Firm change |