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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 29, 2025 | n/a | yes | WATKINSVILLE, GA|GAINESVILLE, GA|CUMMING, GA|STAMFORD, CT | Current employment |
| ADVISORY SERVICES NETWORK | Independent wealth | Aug 9, 2017 | May 20, 2025 | no | Gainesville, GA|Gainesville, GA|ATLANTA, GA|Gainesville, GA | Previous registration |
| VANN EQUITY MANAGEMENT LLC | Independent wealth | Sep 28, 2016 | Apr 4, 2018 | no | Gainesville, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORY SERVICES NETWORK | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | May 20, 2025 | May 29, 2025 | 9 | Firm change | RIA to ibd |
| VANN EQUITY MANAGEMENT LLC | ADVISORY SERVICES NETWORK | Apr 4, 2018 | Aug 9, 2017 | -238 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 146051:283004:GA:2025-05-20 | May 20, 2025 | May 29, 2025 | GAINESVILLE, GA | Firm change |
| 174239:146051:GA:2018-04-04 | Apr 4, 2018 | Aug 9, 2017 | GAINESVILLE, GA | Firm change after gap |