Gregory Max Schmitz

Current Employers

Copiam Wealth Management, Llc

The Colony, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2014-12-05

TX RA
APPROVED

Since 2014-12-05

Branch Locations

The Colony, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Copiam Wealth Management, Llc	The Colony	TX	09/2014	Present

09/2014 → Present

Copiam Wealth Management, Llc

The Colony, TX

Previous Registrations

2006-04-24 → 2014-10-01

Generational Wealth Advisors

Plano, TX

Other Businesses

INDEPENDENT INSURANCE AGENT INVESTMENT-RELATED 6413 AUTUMN TRAIL THE COLONY, TX 75056 INSURANCE SALES INSURANCE AGENT 20 HRS/MONTH DURING SECURITIES TRADING HOURS INSURANCE SALES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-04-21

S65 Uniform Investment Adviser Law Examination

2006-04-21

Other Names

Greg Max Schmitz
Greg Max Schmitz

View on SEC IAPD