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7 West Square Lake Road, Bloomfield Hills, MI 48302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-09-20 |
Branch Locations
7 West Square Lake Road, Bloomfield Hills, MI 48302 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gregory J. Schwartz & Co., Inc. | Bloomfield Hills | MI | 02/2009 | 09/2016 |
| Regulus, Llc | Kentwood | MI | 09/2016 | Present |
| Emde Wealth Managment Llc | Bloomfield Hills | MI | 09/2016 | Present |
1)Licensed Insurance Agent, Devotes 8 hours, during trade hours, Sells health/life insurance and fixed annuities. 2)Emde Wealth Management, LLC, Owner; Investment Advisory Firm, devotes 20 hours during market hours, provides investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-02 |
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