Inactive

Jeffrey M Stewart

Lucid Wealth Planning LLC

Wake Forest, NC

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Current Employers

Lucid Wealth Planning Llc

1780 Heritage Center Dr Suite 201, Wake Forest, NC 27587 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-08-18
NC	RA	APPROVED	2019-08-13

TX RA
APPROVED_RES

Since 2022-08-18
NC RA
APPROVED

Since 2019-08-13

Branch Locations

1780 Heritage Center Dr Suite 201, Wake Forest, NC 27587 • 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

Organization	City	State	From	To
Tiaa	Durham	NC	09/2015	06/2019
Tiaa-Cref Individual & Institutional Services, Llc	Durham	NC	09/2015	06/2019
Lucid Wealth Planning Llc	Wake Forest	NC	05/2019	Present

09/2015 → 06/2019

Tiaa

Durham, NC
09/2015 → 06/2019

Tiaa-Cref Individual & Institutional Services, Llc

Durham, NC
05/2019 → Present

Lucid Wealth Planning Llc

Wake Forest, NC

Previous Registrations

2015-09-22 → 2019-05-23

Tiaa-Cref Individual & Institutional Services, Llc

Durham, NC
2011-10-25 → 2015-09-14

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boca Raton, FL

Delray Beach, FL

Boynton Beach, FL

Boynton Beach, FL

Boynton Beach, FL

Boca Raton, FL

Boca Raton, FL

Jacksonville, FL

Boynton Beach, FL

Raleigh, NC

Raleigh, NC

Raleigh, NC

Raleigh, NC
2009-02-02 → 2011-10-11

Harrisdirect Llc

Fort Lauderdale, FL

Arlington, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-01-26
S63	Uniform Securities Agent State Law Examination	2006-11-16

S66 Uniform Combined State Law Examination

2009-01-26
S63 Uniform Securities Agent State Law Examination

2006-11-16

Designations

Other Names

Jeffrey Michael Stewart

View on SEC IAPD

Other Firms

G. A. REPPLE & COMPANY

ALTRIUS CAPITAL MANAGEMENT, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MOLOKAI INVESTMENT MANAGEMENT, LLC

CREDIT UNION INVESTMENT SERVICES

Other Investors

Blair Cashion Griffin

Catherine Marlow Easop

LAUREN CLARK TYNDALL

David Joseph Brunswick

DAVID J BRUNSWICK

CHRISTOPHER CONNOR ROLF

Gregory Dean Daniels

Other Offices

EDWARD JONES · Wake Forest, NC

G. A. REPPLE & COMPANY · WAKE FOREST, NC

ALTRIUS CAPITAL MANAGEMENT, INC. · WAKE FOREST, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Wake Forest, NC

EDWARD JONES · WAKE FOREST, NC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WAKE FOREST, NC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Wake Forest, NC

MOLOKAI INVESTMENT MANAGEMENT, LLC · WAKE FOREST, NC

More in Wake Forest, NC

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