Stephen Stewart Crawford

Current Employers

Employment History

• 05/2021 → 04/2025
  Summit Wealth Group
  Meridian, MS
• 01/2021 → 04/2021
  Marion Bank And Trust Company
  Marion, AL
• 06/2019 → 12/2020
  Naheola Credit Union
  Livingston, AL
• 06/2017 → 05/2019
  Trustmark National Bank
  Demopolis, AL
• 09/2016 → 05/2017
  Bbva
  Tuscaloosa, AL
• 07/2021 → 04/2025
  Commonwealth Financial Network
  Waltham, MA
• 04/2025 → Present
  Summit Wealth Group, Llc
  Meridian, MS
• 04/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2021-07-07 → 2025-05-06
  Commonwealth Financial Network
  Meridian, MS

Other Businesses

1. Summit Wealth Group, LLC. Investment-related. At registered location. RIA. IAR. 04/2025. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 04/2025. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3. First Cahaba Investments LLC. Not investment-related. 1412 Chaudron Court, Demopolis, AL 36732. Operating LLC/Support Company. Owner. 02/2024. 1 hr/month. 1 hr during trading hrs. Private entity established to facilitate advisory and insurance business.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-24

Other Names

• Stephen Crawford