Best Investors Account Sign in

Michael Patrick Obrien

Gregory J. Schwartz & Co., Inc.

Bloomfield Hills, MI

Naples, FL

Claim This Profile
Current Employers
Gregory J. Schwartz & Co., Inc.

3707 W. Maple Rd Ste 201, Bloomfield Hills, MI 48301 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-01-10
TX RA APPROVED_RES 2017-04-21
FL RA APPROVED 2016-08-01
MI RA APPROVED 2010-05-27
  • LA RA
    APPROVED
    Since 2023-01-10
  • TX RA
    APPROVED_RES
    Since 2017-04-21
  • FL RA
    APPROVED
    Since 2016-08-01
  • MI RA
    APPROVED
    Since 2010-05-27

Branch Locations

3707 W. Maple, Bloomfield Hills, MI 48301 • United States

4040 Gulf Shore Blvd. N, Naples, FL 34103 • 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
OrganizationCityStateFromTo
Gregory J. Schwartz And Co., Inc Bloomfield Hills MI 10/1997 Present
Gregory J. Schwartz & Co., Inc. Bloomfield Hills MI 10/1997 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-06
S63 Uniform Securities Agent State Law Examination 1998-10-21
  • S65 Uniform Investment Adviser Law Examination
    2007-12-06
  • S63 Uniform Securities Agent State Law Examination
    1998-10-21
Other Names
  • Mike Obrien

View on SEC IAPD

Other Firms

ENGLISH CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
HIDDEN CAPITAL MANAGEMENT, LLC
PROSPERITY WEALTH STRATEGIES LLC
QUARTON CAPITAL PARTNERS
SPARTAN WEALTH MANAGEMENT
FOCUS PARTNERS WEALTH, LLC

Other Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman
Thomas Jack Schwartz
NICOLE LEE HOAG
GABRIEL STEPHEN BESHARA
Spencer Christian Eick
Gregory John Schwartz

Other Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
LPL FINANCIAL LLC · BIRMINGHAM, MI
J.P. MORGAN SECURITIES LLC · BLOOMFIELD HILLS, MI
HIDDEN CAPITAL MANAGEMENT, LLC · BLOOMFIELD HILLS, MI
PROSPERITY WEALTH STRATEGIES LLC · Bloomfield Hills, MI
QUARTON CAPITAL PARTNERS · BIRMINGHAM, MI
SPARTAN WEALTH MANAGEMENT · BINGHAM FARMS, MI

More in Bloomfield Hills, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor