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RIA / WealthAdvisor33 years in industry

Michael Stuart

Advisor at OMNISTAR FINANCIAL GROUP, INC.

WILMINGTON, NC

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Search this name across graphsid dfx:ria:c1f006ae-c45a-7f1b-6010-8d3dfa8179f2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 9, 2000 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: OMNISTAR FINANCIAL GROUP, 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: Aug 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Oct 1, 1993
First registration: Nov 9, 2000
Dual registered: no
Other names: MICHAEL DAVID STUART|Mike Stuart
IAPD individual key: 2354107

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
OMNISTAR FINANCIAL GROUP, INC.	Independent wealth	May 11, 2026	n/a	yes	WILMINGTON, NC	Current employment
OAK HARVEST INVESTMENT SERVICES	Independent wealth	Dec 14, 2023	Aug 26, 2025	no	HOUSTON, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 18, 2019	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 9, 2000	Jul 13, 2018	no	WEBSTER, TX\|HOUSTON, TX\|WEST HARTFORD, CT\|FRIENDSWOOD, TX\|FRIENDSWOOD, TX	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
OAK HARVEST INVESTMENT SERVICES	OMNISTAR FINANCIAL GROUP, INC.	Aug 26, 2025	May 11, 2026	258	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	OAK HARVEST INVESTMENT SERVICES	Mar 18, 2019	Dec 14, 2023	1,732	Firm change after gap	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (4)

→ OMNISTAR FINANCIAL GROUP, INC.Registered adviserregistration: current employment
May 11, 2026 to presentfactForm ADV
→ OAK HARVEST INVESTMENT SERVICESRegistered adviserregistration: previous registration
Dec 14, 2023 to Aug 26, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 18, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 9, 2000 to Jul 13, 2018factForm ADV

Dated events

Occurred
Aug 26, 2025
Advisor changed firm
Michael Stuart left Oak Harvest Investment Services for Omnistar Financial Group, Inc. (registered 2026-05-11)
Form ADVobserved 5 days ago