William Kevin Stewart

Current Employers

Employment History

• 07/1997 → Present
  Stewart Financial Services, Inc.
  Virginia Beach, VA

Other Businesses

NAME: WILLIAM R. STEWART & ASSOCIATES, INC. INVESTMENT-RELATED: NO; ADDRESS: 613 N. LYNNHAVEN RD., VA BEACH, VA 23452; NATURE OF BUSINESS: ACCOUNTING WORK; POSITION: VICE PRESIDENT, 49% OWNER; START DATE: 07/01/1997; APPROX. HRS PER MO: 156; APPROX. HRS DURING TRADING HRS: 156; DUTIES: LEADERSHIP & PREOFESSIONAL SERVICES FOR CPA FIRM NAME: FINANCIAL SECURITY GROUP, INC.; INVESTMENT-RELATED: YES; ADDRESS: 477 VIKING DRIVE, STE 305, VIRGINIA BEACH, VA 23452; NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE SALES, FINANCIAL ADVISORY SERVICES; POSITION: AGENT; START DATE: 9/9/03; APPROX. HRS PER MO: 2; APRROX HRS DURING TRADING HRS: 2; DUTIES: PREPARE QUOTES AND APPLICATIONS FOR LIFE AND HEALTH INSURANCE, PREPARE FINANCIAL PLANS & PROVIDE ADVISORY SERVICES. NAME: ANGEL 3 INVESTMENTS, LLC; INVESTMENT-RELATED: NO; ADDRESS: 2940 N. LYNNHAVEN RD., VIRGINIA BEACH, VA 23452; NATURE OF BUSINESS: RESIDENTIAL RESTATE HOLDING COMPANY; POSITION: MANAGING MEMBER: START DATE: 1/1/2008; APPROX. HRS PER MO: 1; APPROX. HRS DURING TRADING HRS: 1; DUTIES: MANAGEMENT OF RENTAL PROPERTIES NAME: BLACK & GARNET, LLC; INVESTMENT-RELATED: NO; ADDRESS: 2940 N. LYNNHAVEN RD., VIRGINIA BEACH, VA 23452; NATURE OF BUSINESS: RESIDENTIAL RESTATE HOLDING COMPANY; POSITION: MANAGING MEMBER: START DATE: 1/1/2019; APPROX. HRS PER MO: 1; APPROX. HRS DURING TRADING HRS: 1; DUTIES: MANAGEMENT OF RENTAL PROPERTIES NAME: OSS TRANT, LLC; INVESTMENT-RELATED: NO; ADDRESS: 2940 N. LYNNHAVEN RD., VIRGINIA BEACH, VA 23452; NATURE OF BUSINESS: RESIDENTIAL RESTATE HOLDING COMPANY; POSITION: MANAGING MEMBER: START DATE: 1/1/2019; APPROX. HRS PER MO: 0; APPROX. HRS DURING TRADING HRS: 0 DUTIES: NONE NAME: OSS BATTLEFIELD, LLC; INVESTMENT-RELATED: NO; ADDRESS: 2940 N. LYNNHAVEN RD., VIRGINIA BEACH, VA 23452; NATURE OF BUSINESS: RESIDENTIAL RESTATE HOLDING COMPANY; POSITION: MANAGING MEMBER: START DATE: 1/1/2020; APPROX. HRS PER MO: 0; APPROX. HRS DURING TRADING HRS: 0 DUTIES: NONE NAME: OSS MARSH LANDING, LLC; INVESTMENT-RELATED: NO; ADDRESS: 2940 N. LYNNHAVEN RD., VIRGINIA BEACH, VA 23452; NATURE OF BUSINESS: RESIDENTIAL RESTATE HOLDING COMPANY; POSITION: MANAGING MEMBER: START DATE: 1/1/2022; APPROX. HRS PER MO: 0; APPROX. HRS DURING TRADING HRS: 0 DUTIES: NONE NAME: SOUTHERN BANK; INVESTMENT-RELATED: YES; ADDRESS: 601 LYNNHAVEN PKWY, VIRGINIA BEACH, VA 23452; NATURE OF BUSINESS: BANK ADVISORY BOARD MEMBER; POSITION: ADVISORY BOARD MEMBER: START DATE: 11/1/2023; APPROX. HRS PER MO: 1; APPROX. HRS DURING TRADING HRS: 1 DUTIES: PROVIDE ADVISORY SERVICES NAME: OLD DOMINION UNIVERSITY; INVESTMENT-RELATED: NO; ADDRESS: 4417 MONARCH WAY, NORFOLK, VA 23529; NATURE OF BUSINESS: SUPPORT AND ADVISORY TO HIGHER EDUCATION; POSITION: ADVISORY BOARD MEMBER - SCHOOL OF ACCOUNTANCY: START DATE: 11/1/2023; APPROX. HRS PER MO: 1; APPROX. HRS DURING TRADING HRS: 1 DUTIES: PROVIDE ADVISORY SUPORT

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-20
• S63 Uniform Securities Agent State Law Examination
  2003-09-26