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Advisor at STEWARD PARTNERS INVESTMENT ADVISORY, LLC
STAMFORD, CT | VIRGINIA BEACH, VA | SUFFOLK, VA
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 | Mar 15, 2024 | n/a | yes | VIRGINIA BEACH, VA|SUFFOLK, VA|STAMFORD, CT|SUFFOLK, VA | Current employment |
| MONACO CAPITAL MANAGEMENT, LLC | Former SEC adviser | Dec 19, 2023 | Mar 25, 2024 | no | VIRGINIA BEACH, VA | Previous registration |
| ELAN WEALTH MANAGEMENT, L.L.C. | Former SEC adviser | Dec 8, 2023 | Jan 28, 2025 | no | SOUTHERN SHORES, NC|VIRGINIA BEACH, VA|SUFFOLK, VA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Nov 10, 2016 | Dec 7, 2023 | no | SUFFOLK, VA|SUFFOLK, VA|Suffolk, VA | Previous registration |
| EDWARD JONES | National bd RIA | Oct 12, 2006 | Nov 7, 2016 | no | CARROLLTON, VA|SMITHFIELD, VA|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ELAN WEALTH MANAGEMENT, L.L.C. | MONACO CAPITAL MANAGEMENT, LLC | Jan 28, 2025 | Dec 19, 2023 | -406 | Channel change | RIA to RIA |
| MONACO CAPITAL MANAGEMENT, LLC | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Mar 25, 2024 | Mar 15, 2024 | -10 | Firm change | RIA to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | ELAN WEALTH MANAGEMENT, L.L.C. | Dec 7, 2023 | Dec 8, 2023 | 1 | Firm change | Ibd to RIA |
| EDWARD JONES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Nov 7, 2016 | Nov 10, 2016 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 130174:283004:VA:2024-03-25 | Mar 25, 2024 | Mar 15, 2024 | VIRGINIA BEACH, VA | Firm change |
| 250:149018:MO:2016-11-07 | Nov 7, 2016 | Nov 10, 2016 | ST LOUIS, MO | Firm change |