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3707 W. Maple Rd Ste 201, Bloomfield Hills, MI 48301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-14 |
| MI | RA | APPROVED | 2025-01-01 |
| NH | RA | APPROVED | 2024-12-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 07/2004 | 07/2022 |
| The O.N. Equity Sales Company | Cincinnati | OH | 11/2004 | 07/2022 |
| Hummel Wealth Management, Llc | Berlin | OH | 12/2023 | 12/2024 |
| Fai Advisors | Farmington Hills | MI | 06/2006 | 12/2024 |
| Gregory J. Schwartz & Co., D/B/A Schwartz & Co. | Bloomfield Hills | MI | 12/2024 | Present |
1) LHC PLANNING INC; NOT INVESTMENT RELATED; SELLING INSURANCE AND FIXED ANNUITIES/CONSULTING; OWNER; 01/01/2005-CURRENT; 3 HOURS/MONTH; 3 DURING SECURITIES TRADING HOURS; SELLING LIFE HEALTH DISABILITY AND LONG TERM CARE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2009-07-31 |
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