# Kelly A Schwartz

Kelly A Schwartz appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2026-01-23 | Form ADV | [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | TRUSTEE | FAIRFIELD, IA |
| 2025-03-28 | Form ADV | [BRIDGEPORT FINANCIAL SOLUTIONS](https://search.stillhousedata.com/firm/325485) | TRUSTEE | PHOENIX, AZ |
| 2026-01-02 | Form ADV | [THE AMERIFLEX GROUP](https://search.stillhousedata.com/firm/305585) | TRUSTEE | LAS VEGAS, NV |


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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.