MAX J NEEDHAM is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with STEWARD PARTNERS INVESTMENT ADVISORY, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 2026-03-13 | present | Yes |
| RAYMOND JAMES & ASSOCIATES, INC. | 2016-05-02 | 2026-03-13 | — |
| UBS FINANCIAL SERVICES INC. | 2012-02-08 | 2016-05-10 | — |
| HORNOR, TOWNSEND & KENT, LLC | 2009-10-13 | 2010-06-15 | — |