Merrill V. Stewart

Current Employers

Employment History

• 02/2003 → Present
  Allegacy Federal Credit Union
  Winston Salem, NC
• 02/2009 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Clemmons, NC

Previous Registrations

• 2014-05-20 → 2025-05-15
  Cuso Financial Services, L.P.
  Tobaccoville, NC
  King, NC
  Clemmons, NC
  Winston-Salem, NC

Other Businesses

1 - 05/2025 - Alzheimer's Association - Non-profit volunteer (not on board) - Not Inv Related - 1 Hour/Month - 0 Hour During Trading - Chicago, IL - OBA Start Date: 04/01/2022. 2 - 05/2025 - BISA - Non-Profit Board Member - Not Inv Related - 1 Hour/Month - 1 Hour During Trading - Washington, DC - OBA Start Date: 05/01/2024. 3 - 05/2025 - Allegacy Investment Group - Speaker/ Seminar/ Workshops - Inv Related - 1 Hour/Month - 1 Hour During Trading - Winston Salem, NC - OBA Start Date: 09/01/2008. 4 - 04/15/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Allegacy Wealth Management - Investment Related - At Reported Business Location(s) - Start Date 09/01/2008 - 160 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-17
• S63 Uniform Securities Agent State Law Examination
  2009-10-02

Other Names

• Merrill Brooke Vannoy
• Merrill V. Shaw