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242 Main Street, Staten Island, NY 10307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-06 |
Branch Locations
242 Main Street, Staten Island, NY 10307 • United States
Indianapolis, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richard B. Stewart, Cpa Pc | Indianapolis | IN | 12/1986 | Present |
| H.D. Vest Investment Services | Indianapolis | IN | 06/1997 | 04/2020 |
| Hd Vest Insurance Agency | Irving | TX | 10/2015 | 04/2020 |
| Hd Vest Advisory Services | Indianapolis | IN | 06/2016 | 04/2020 |
| American Equity Investment Corporation | New Albany | IN | 04/2020 | 08/2023 |
| Regulus Financial Group, Llc | Kentwood | MI | 09/2023 | 01/2025 |
| Chelsea Financial Services | Staten Island | NY | 01/2025 | Present |
RB Stewart Financial 6525 East 82nd St., #142 Indianapolis IN 46250 Tax Preparation/Accounting Tax Preparation/Accounting Owner Richard B Stewart, CPA, PC 6525 East 82nd St, #112 Indianapolis, IN 46250 Accounting Services/Tax Preparation Owner, Provide payroll services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-13 |
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