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10975 Benson Drive Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-22 |
| KS | RA | APPROVED | 2020-07-28 |
Branch Locations
2205 College Ave., Elmira, NY 14903 • United States
10975 Benson Drive Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance Co. | Columbus | OH | 11/1985 | 06/2020 |
| Stewart Agency Inc | Elmira | NY | 11/1985 | Present |
| Stewart Advisory Services, Inc. | Elmira | NY | 05/2013 | Present |
| Two West Capital Advisors Llc | Overland Park | KS | 07/2020 | Present |
1) OWNER OF GK OFFICE EQUITIES LLC, AN ELMIRA, NY COMMERCIAL PROPERTY MANAGEMENT COMPANY FORMED IN 2007. ACTIVITY REPRESENTS AN AVERAGE OF 4 HOURS PER WEEK, SOME OF WHICH MAY BE DURING MARKET TRADING HOURS. 2) VOLUNTEER FINANCIAL PLANNER FOR THE FOUNDATION FOR FINANCIAL PLANNING, A WASHINGTON DC CHARITABLE ORGANIZATION, A POSITION HELD SINCE 2021. ACTIVITY REPRESENTS AN AVERAGE OF 2 HOURS PER MONTH, SOME OF WHICH MAY BE DURING MARKET TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-05 |
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