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Current Employers
Clearpoint Wealth Management

6110 Colleyville Blvd Ste 106, Colleyville, TX 76034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-04
  • TX RA
    APPROVED
    Since 2025-11-04

Branch Locations

6110 Colleyville Blvd Ste 106, Colleyville, TX 76034 • United States

26 Main Street, Colleyville, TX 76034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steven A Early Pc Bedford TX 05/2000 Present
Steward Financial Group Colleyville TX 03/2007 08/2023
Clearpoint Wealth Management Llc Colleyville TX 10/2025 Present
  • 05/2000 → Present
    Steven A Early Pc
    Bedford, TX
  • 03/2007 → 08/2023
    Steward Financial Group
    Colleyville, TX
  • 10/2025 → Present
    Clearpoint Wealth Management Llc
    Colleyville, TX
Previous Registrations
  • 2007-03-19 → 2023-08-03
    Steward Wealth Management
    Colleyville, TX
Other Businesses

Steve Early is Owner of the Law Firm, Steven A Early, P.C. His duties are preparing estate planning documents, providing general legal advice, and advice pertaining to elder law. This accounts for approximately 90% of his time. This can create a conflict of interest in that Steve Early may refer advisory clients to Steven A Early, P.C. in which Steve will receive compensation. This conflict is mitigated in that clients are not required to utilize Steven A Early, P.C. for legal services and the decision to use or not use Steven A Early, P.C. does not affect the advisory services the client is provided. This firm was started in 05/2000, address is 26 Main St, Colleyville, TX 76034.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-04-03
  • S63 Uniform Securities Agent State Law Examination
    2003-04-03
Designations
Other Names
  • Steve Early

View on SEC IAPD

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