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RIA / WealthAdvisor21 years in industry

ROBERT JACKSON STEWART

Advisor at LVZ, INC.

Cordele, GA

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Search this name across graphsid dfx:ria:6ecb3e87-c390-edfe-01d2-ff4f4334814d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 6, 2004 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: LVZ, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 23, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 23, 2004
First registration: Oct 6, 2004
Dual registered: no
Other names: BOBBY STEWART|ROBERT JACKSON STEWART
IAPD individual key: 4849485

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
LVZ, INC.	Independent wealth	Oct 26, 2020	n/a	yes	Cordele, GA	Current employment
HARBOUR INVESTMENTS, INC.	Independent wealth	Nov 17, 2015	Oct 19, 2020	no	Cordele, GA\|Cordele, GA\|MADISON, WI	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Feb 12, 2008	Nov 9, 2015	no	CORDELE, GA\|HOUSTON, TX\|HOUSTON, TX	Previous registration
1717 CAPITAL MANAGEMENT COMPANY	n/a	Oct 6, 2004	Feb 20, 2008	no	MACON, GA\|CORDELE, GA	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
HARBOUR INVESTMENTS, INC.	LVZ, INC.	Oct 19, 2020	Oct 26, 2020	7	Firm change	RIA to RIA
NEXT FINANCIAL GROUP, INC.	HARBOUR INVESTMENTS, INC.	Nov 9, 2015	Nov 17, 2015	8	Firm change	Other
1717 CAPITAL MANAGEMENT COMPANY	NEXT FINANCIAL GROUP, INC.	Feb 20, 2008	Feb 12, 2008	-8	Firm change	Other

Relationships

Registered with (4)

→ LVZ, INC.Registered adviserregistration: current employment
Oct 26, 2020 to presentfactForm ADV
→ HARBOUR INVESTMENTS, INC.Registered adviserregistration: previous registration
Nov 17, 2015 to Oct 19, 2020factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Feb 12, 2008 to Nov 9, 2015factForm ADV
→ 1717 CAPITAL MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Oct 6, 2004 to Feb 20, 2008factForm ADV

Dated events

No dated event names this entity yet.