Kelly A Schwartz appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kelly A Schwartz appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-23 | Form ADV | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | TRUSTEE | FAIRFIELD, IA |
| 2025-03-28 | Form ADV | BRIDGEPORT FINANCIAL SOLUTIONS | TRUSTEE | PHOENIX, AZ |
| 2026-01-02 | Form ADV | THE AMERIFLEX GROUP | TRUSTEE | LAS VEGAS, NV |