Schwartz David of Newton, MA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Schwartz David appears on 8 filing roles across Form ADV (6), Form D (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | J.P. MORGAN SECURITIES LLC | CO-PRESIDENT AND CO-CHIEF OPERATING OFFICER, DIRECTOR | NEW YORK, NY |
| — | Form ADV | ONEPOINT BFG WEALTH PARTNERS | MEMBER | PARSIPPANY, NJ |
| — | Form ADV | MADISON ADVISORY SERVICES, INC. | CHIEF OPERATING OFFICER | WHITE PLAINS, NY |
| — | Form ADV | HELENA SPECIAL INVESTMENTS LLC | CO-FOUNDER, INVESTMENT COMMITTEE | NEW YORK, NY |
| — | Form ADV | J.P. MORGAN CLEARING CORP. | DIRECTOR | NEW YORK, NY |
| — | Form ADV | BSCGP INC. | DIRECTOR, SENIOR MANAGING DIRECTOR | NEW YORK, NY |
| 2015-07-28 | Form D | Avance on North College Hill, LLC | Executive Officer | NEWTON, MA |
| 2017-01-17 | Form D | Avance on Adams LLC | Executive Officer | NEWTON, MA |