Ann Holland Stewart

Current Employers

Employment History

• 04/2014 → 04/2025
  Cambridge Investment Research, Inc
  Fairfield, IA
• 04/2014 → 04/2025
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 05/2025 → Present
  Concorde Investment Services
  Ann Arbor, MI
• 05/2025 → Present
  Concorde Asset Management
  Ann Arbor, MI

Previous Registrations

• 2014-04-30 → 2025-05-08
  Cambridge Investment Research Advisors, Inc.
  Loveland, CO
  Loveland, CO
  Loveland, CO
  Loveland, CO
  Fort Collins, CO
  Fort Collins, CO
  Loveland, CO
  Fort Collins, CO
  Fort Collins, CO
• 2008-02-12 → 2014-04-30
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Loveland, CO
  Denver, CO
• 2007-04-11 → 2008-02-07
  Wells Fargo Investments, Llc
  Loveland, CO
• 2000-02-10 → 2007-03-23
  Banc Of America Investment Services, Inc.
  Greensboro, NC
  Greensboro, NC

Other Businesses

1)SUMMITVIEW ADVISORS PROPERTY MGT; 2114 N LINCOLN AVE, STE 206, LOVELAND, CO; LANDLORD; NIR, 8/1/14; 1 HOUR/YEAR, NONE DURING TRADING HOURS; HAS AN OFFICE SUITE WHERE I SUBLET SOME OF THE OFFICES TO OTHER INDIVIDUALS 2)MONEY ANSWERS, 2114 N LINCOLN AVE, #206, LOVELAND, CO, 1/04/2014. PRESIDENT OF S-CORP - NOT INVESTMENT RELATED - DEVOTES 2 HR/YR - NONE DURING TRADING. 3)SUMMITVIEW ADVISORS, 2114 N LINCOLN AVE, STE 206, LOVELAND, CO, SINCE 4/30/2014. PRESIDENT OF INSURANCE DBA - INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. DEVOTES 10 HR/WK - 5 HR/TRADING. 4)SUMMIT VIEW ADVISORS, Fort Collins CO 80525, 04/2014, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING. 5) Concorde Asset Management. Ann Arbor, MI. Start date: May 1, 2025. Investment-Advisor Representative. Investment-related. Full-time during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-26
• S63 Uniform Securities Agent State Law Examination
  1993-10-04

Other Names

• Ann Hollan Stewart
• Ann Holland Stewart
• Ann Palmes
• Ann Holly Palmes
• Holly Stewart