William Robert Swartz appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. William Robert Swartz appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-09-09 | Form ADV | SFG WEALTH MANAGEMENT, LLC | OWNER | TOWSON, MD |