David Maxwell Stewart

Current Employers

Employment History

• 02/2009 → 01/2017
  State Farm Vp Management Corp.
  Tyler, TX
• 08/2015 → 01/2017
  State Farm Insurance
  Tyler, TX
• 01/2017 → 01/2022
  Allstate Insurance Co
  Irving, TX
• 12/2021 → Present
  Summit Financial Group
  Dallas, TX
• 02/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2021 → 02/2022
  Cetera Advisor Networks
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-03-09 → 2021-10-22
  Allstate Financial Advisors, Llc
  Irving, TX

Other Businesses

1. NAME: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: .5 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES, LONG-TERM CARE AND BENEFITS, PROPERTY AND CASUALTY; 2. NAME: SUMMIT FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: EXECUTIVE VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND SERVICES; 3. NAME OF OTHER BUSINESS: CARS FOR KIDS, INVESTMENT RELATED: NO, ADDRESS: 7100 MARVIN D. LOVE FWY, DALLAS, TX 75237, NATURE OF BUSINESS: NON-PROFIT, START DATE: 06/2025, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: ATTEND CALLED BOARD MEETINGS MONTHLY AND ANNUALLY, PARTICIPATE IN CARS FOR KIDS FUNDRAISERS AND EVENTS, CONTRIBUTE TIME, EXPERTISE, AND ENERGY TO SUPPORT KEY INITIATIVES, ASSIST IN SECURING FINANCIAL AND VEHICLE DONATIONS; 4. NAME OF OTHER BUSINESS: PROVISORS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: NETWORK WITH OTHER BUSINESS PROFESSIONALS IN AND AROUND THE DALLAS FORT WORTH AREA;

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-04-11

Designations