# Schwartz David

Schwartz David of Newton, MA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 8 filing roles across Form ADV (6), Form D (2).

## Filings (8)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | CO-PRESIDENT AND CO-CHIEF OPERATING OFFICER, DIRECTOR | NEW YORK, NY |
| — | Form ADV | [ONEPOINT BFG WEALTH PARTNERS](https://search.stillhousedata.com/firm/318366) | MEMBER | PARSIPPANY, NJ |
| — | Form ADV | [MADISON ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/132386) | CHIEF OPERATING OFFICER | WHITE PLAINS, NY |
| — | Form ADV | [HELENA SPECIAL INVESTMENTS LLC](https://search.stillhousedata.com/firm/317076) | CO-FOUNDER, INVESTMENT COMMITTEE | NEW YORK, NY |
| — | Form ADV | [J.P. MORGAN CLEARING CORP.](https://search.stillhousedata.com/firm/28432) | DIRECTOR | NEW YORK, NY |
| — | Form ADV | [BSCGP INC.](https://search.stillhousedata.com/firm/110674) | DIRECTOR, SENIOR MANAGING DIRECTOR | NEW YORK, NY |
| 2015-07-28 | Form D | [Avance on North College Hill, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1649032&type=&dateb=&owner=include&count=40) | Executive Officer | NEWTON, MA |
| 2017-01-17 | Form D | [Avance on Adams LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1694860&type=&dateb=&owner=include&count=40) | Executive Officer | NEWTON, MA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.