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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2012 | 04/2022 |
| Don Stewart, Cpa, Pc | Centennial | CO | 01/2014 | Present |
| Tower Community Fellowship | Aurora | CO | 02/2011 | 10/2016 |
| Don Steward, Cpa, Pc Dba Comprehensive Business Solutions | Denver | CO | 11/2017 | Present |
| Lpl Financial Llc | Denver | CO | 05/2022 | Present |
1) 5/2022- Don Stewart- notary- non-inv. related- Denver, CO- start date 2/20/1997- 1hr/mth 2) 3/13/2023 - Comprehensive Business Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Owner, bookkeeper, tax preparer, payroll - Start Date - 11/01/2006 - 80 Hours Per Month 3) 3/13/2023 - Don Steward, CPA, PC - Investment Related - 3190 S. Vaughn Way Suite 550 Aurora, CO 80014 - Tax Prep/Accounting/CPA - CPA, Owner, Bookkeeper, Payroll - Start Date - 11/01/2006 - 40 Hours Per Month/40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-17 |
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