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3707 W. Maple Rd Ste 201, Bloomfield Hills, MI 48301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-25 |
| FL | RA | APPROVED | 2023-04-17 |
| MI | RA | APPROVED | 2023-04-14 |
Branch Locations
3707 W Maple Rd Ste 201, Bloomfield Hills, MI 48301-3204 • UNITED STATES
3707 W. Maple Rd Ste 201, Bloomfield Hills, MI 48301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcfawn Financial Services Group, Llc | Troy | MI | 07/2012 | 09/2016 |
| Gregory J. Schwartz & Co., Inc. | Bloomfield Hills | MI | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-11 |
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