# DANIEL CHARLES STEWART

DANIEL CHARLES STEWART is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with GENEOS WEALTH MANAGEMENT, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GENEOS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120894) | 2023-10-10 | present | Yes |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2017-11-28 | 2023-10-12 | — |
| [SUMMIT FINANCIAL GROUP INC](https://search.stillhousedata.com/firm/109485) | 2016-09-01 | 2017-12-04 | — |
| [VSR FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14503) | 2006-12-15 | 2016-11-02 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2005-03-28 | 2006-12-19 | — |
| [CAMBRIDGE INVESTMENT RESEARCH, INC.](https://search.stillhousedata.com/firm/39543) | 2003-08-15 | 2005-03-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1687234)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1687234.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.