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3707 W. Maple Rd Ste 201, Bloomfield Hills, MI 48301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-16 |
| NH | RA | APPROVED | 2026-01-16 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Farmington Hills | MI | 07/2017 | 08/2018 |
| In House Valet | Birmingham | MI | 08/2016 | 07/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2017 | 08/2018 |
| Wells Fargo Clearing Services Llc | Troy | MI | 08/2018 | 10/2021 |
| Morgan Stanley Smith Barney Llc | Troy | MI | 10/2021 | 01/2026 |
| Gregory J. Schwartz & Co., Inc. D/B/A Schwartz & Co. | Bloomfield Hills | MI | 01/2026 | Present |
*570552- WHY Real Estate; Investment related: Yes; royal oak, Michigan; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 5; Property Management *608800 - Real Detroit Events; Investment Related - No; Royal Oak, Michigan; Art/Culture, Recreation, Publishing, Other; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 10; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-29 |
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