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Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| MI | RA | APPROVED | 2026-01-07 |
| IL | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown, Gibbons, Lang & Company Securities, Inc. | Chicago | IL | 02/2016 | 07/2018 |
| Physician Growth Partners | Chicago | IL | 07/2018 | 09/2018 |
| Chicago Capital Management | Chicago | IL | 01/2019 | 07/2020 |
| Level Ex | Chicago | IL | 04/2021 | 12/2024 |
| Brainlab | Westchester | IL | 01/2025 | 03/2025 |
| Xerxes Global (Blue Ops) | Chicago | IL | 03/2025 | 06/2025 |
| Swartz Wealth Management Llc | Chicago | IL | 06/2025 | Present |
| Unemployed Due To Covid | Chicago | IL | 08/2020 | 03/2021 |
| Unemployed | Chicago | IL | 10/2018 | 12/2018 |
Jacob Swartz - Non-investment related - 345 North Canal Street, 1605, Chicago, IL, 60606 - selling life and health insurance - Owner - 01/01/2026 - 5 hours per month - No hours during trading hours - Passively selling life insurance instead of referring the business to someone else.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-06 |
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