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Gregory J. Schwartz & Co., Inc. CRD 7294
$10.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3707 W. Maple Rd Ste 201, Bloomfield Hills, MI 48301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-08-05 |
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
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 | 02/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-06 |
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