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Stewart Michael Schmidt

Captrust

Uniontown, OH

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-08
  • OH RA
    APPROVED
    Since 2024-01-08

Branch Locations

1640 Corporate Woods Circle, Uniontown, OH 44685 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capfinancial Partners Llc (Captrust) Raleigh NC 07/2021 Present
Hyderhead Brewery Deland FL 08/2020 05/2021
Klayer Accounting & Associates Llc Ormond Beach FL 01/2020 03/2020
Njy Camps Milford PA 06/2019 08/2019
Xanterra Travel Collection Grand Canyon Village AZ 06/2018 08/2018
Summit Metro Parks Akron OH 05/2017 08/2017
Handel's Homemade Ice Cream Green OH 10/2013 08/2017
Unhitched Brewery Louisville OH 10/2021 12/2021
Unemployed Akron OH 09/2017 05/2018
Unemployed Milford PA 09/2018 05/2019
Unemployed Ormond Beach FL 09/2019 12/2019
Unemployed Ormond Beach FL 04/2020 07/2020
  • 07/2021 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 08/2020 → 05/2021
    Hyderhead Brewery
    Deland, FL
  • 01/2020 → 03/2020
    Klayer Accounting & Associates Llc
    Ormond Beach, FL
  • 06/2019 → 08/2019
    Njy Camps
    Milford, PA
  • 06/2018 → 08/2018
    Xanterra Travel Collection
    Grand Canyon Village, AZ
  • 05/2017 → 08/2017
    Summit Metro Parks
    Akron, OH
  • 10/2013 → 08/2017
    Handel's Homemade Ice Cream
    Green, OH
  • 10/2021 → 12/2021
    Unhitched Brewery
    Louisville, OH
  • 09/2017 → 05/2018
    Unemployed
    Akron, OH
  • 09/2018 → 05/2019
    Unemployed
    Milford, PA
  • 09/2019 → 12/2019
    Unemployed
    Ormond Beach, FL
  • 04/2020 → 07/2020
    Unemployed
    Ormond Beach, FL
Designations

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ANDREWS WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

Mario C Giganti
Nathan J Bopp
Daniel Ray Harsh
Ian Thomas Dillard
Aaron Joseph Daines
Mark William Fearigo
Mark A Muntean
Amanda Kaye Lyons

Other Offices

J.P. MORGAN SECURITIES LLC · Uniontown, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Uniontown, OH
ANDREWS WEALTH MANAGEMENT, LLC · UNIONTOWN, OH
MML INVESTORS SERVICES, LLC · Green, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Uniontown, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Uniontown, OH
LPL ENTERPRISE, LLC · UNIONTOWN, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Green, OH

More in Uniontown, OH

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