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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant40 years in industry

GREGORY DAVID STEWART

Advisor at TWO WEST CAPITAL ADVISORS LLC

OVERLAND PARK, KS | Elmira, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 18, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TWO WEST CAPITAL ADVISORS LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Nov 5, 1986
First registration: Apr 18, 2005
Dual registered: no
Other names: GREG STEWART
IAPD individual key: 1582913

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TWO WEST CAPITAL ADVISORS LLC	Institutional manager	Jul 28, 2020	n/a	yes	OVERLAND PARK, KS\|Elmira, NY	Current employment
STEWART ADVISORY SERVICES, INC.	n/a	May 11, 2015	Nov 3, 2020	no	ELMIRA, NY	Previous registration
NATIONWIDE SECURITIES, LLC	No RAUM reported	Aug 1, 2008	May 8, 2013	no	ELMIRA, NY\|BATH, NY\|ELMIRA, NY	Previous registration
1717 CAPITAL MANAGEMENT COMPANY	n/a	Apr 18, 2005	Aug 1, 2008	no	ELMIRA, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STEWART ADVISORY SERVICES, INC.	TWO WEST CAPITAL ADVISORS LLC	Nov 3, 2020	Jul 28, 2020	-98	Firm change after gap	Other
NATIONWIDE SECURITIES, LLC	STEWART ADVISORY SERVICES, INC.	May 8, 2013	May 11, 2015	733	Firm change after gap	Other
1717 CAPITAL MANAGEMENT COMPANY	NATIONWIDE SECURITIES, LLC	Aug 1, 2008	Aug 1, 2008	0	Bulk transfer	Other

Relationships

Registered with (4)

→ TWO WEST CAPITAL ADVISORS LLCRegistered adviserregistration: current employment
Jul 28, 2020 to presentfactForm ADV
→ STEWART ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
May 11, 2015 to Nov 3, 2020factForm ADV
→ NATIONWIDE SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 1, 2008 to May 8, 2013factForm ADV
→ 1717 CAPITAL MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Apr 18, 2005 to Aug 1, 2008factForm ADV

Dated events

No dated event names this entity yet.