Max Stewart

Current Employers

Employment History

• 08/2025 → Present
  Simplicity Wealth
  Summit, NJ
• 08/2025 → Present
  M.S Wealth Management Llc
  Tyler, TX
• 07/2015 → 07/2017
  Choice Financial Services
  Oklahoma City, OK
• 07/2017 → 05/2024
  Oklahoma Energy Partners
  Oklahoma City, OK
• 08/2018 → 12/2020
  Bushwood Golf And Country Club, Llc
  Chickasha, OK
• 02/2022 → 06/2022
  Kapalua Golf And Tennis Club
  Lahaina, HI
• 06/2024 → Present
  Texas Energy Alliance, Llc
  Tyler, TX

Other Businesses

Max Stewart; not investment related; 7206 Pinetree Pl, Tyler TX 75703; Registered Insurance Agent/Notary; 01/01/2024; Owner/Insurance Agent/Notary Notary Public; 01/01/2024; Provide Policies for Home, Auto and Business Insurance as well as Notary Services. Neighbors Insurance Agency, LLC ; not investment related; 102 N College Ave Ste 616, Tyler TX 75702; 01/01/2024; Owner/Insurance Agent/Notary; 01/01/2024; Provide Policies for Home, Auto and Business Insurance as well as Notary Services. Stewart Law Office, PLLC ; not investment related; 102 N College Ave Ste 616, Tyler, TX 75702; Office Manager; 05/15/2024; Mange appointments, billing and other office related items at attorneys law office. Texas Energy Alliance, LLC; not investment related; 2627 S Broadway Ave, STE 8343, Tyler TX 75711; Owner/Partner; 05/15/2017; Mineral Acquisition Company. No Leases, no partner equity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-30