Michael Gregory Stewart

Current Employers

Employment History

• 07/2016 → 10/2016
  Time Release Group, Inc.
  Daytona Beach, FL
• 01/2017 → 08/2017
  Midwestern Construction, Inc.
  Daytona Beach, FL
• 01/2017 → 03/2021
  Vitazon Distributors, Llc
  Daytona Beach, FL
• 01/2018 → Present
  Barr Financial Services
  Winter Park, FL
• 02/2018 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Winter Park, FL

Other Businesses

1. Barr Financial Services, LLC investment related; 2160 N Park Ave, Winter Park, FL 32789; registered investment advisor; advisor associate; 1 shareholder, 2/2018; 160 hrs/month; 6.5 hrs during trading; obtain new clients for the firm, complete marketing strategies, complete financial plan for clients, give investment advice 2. Fixed insurance products with various carriers not investment related; 2160 N Park Ave, Winter Park, FL 32789; initiate and service fixed insurance products; agent; 1/2018; 10 hrs/month; 1 hr during trading; market and recommend fixed insurance products to clients 3. GUYS WITH TIES, INC POSITION: Board Member NATURE: Guys with Ties is a 501ce that raises money for other charities in the Central Florida area. The organization puts on fun events and raises money through ticket sales of the events. It is a non-profit corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 2860 Delaney Ave #56894, Orlando FL 32856 DESCRIPTION: Attend Board meetings and help host 3 events during the year. 4. BARR FINANCIAL SERVICES, LLC POSITION: Principal NATURE: Two Partner Advisor LLC S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 320 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2018 ADDRESS: 2160 N PARK AVE, WINTER PARK FL 32789, United States DESCRIPTION: Financial Planning and Investment Advisory Services. Also Sell insurance related products

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-10
• S63 Uniform Securities Agent State Law Examination
  2014-01-30