SCHWARTZ ERIC appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SCHWARTZ ERIC appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CHAIRMAN OF THE BOARD OF DIRECTORS | FAIRFIELD, IA |
| — | Form ADV | BRIDGEPORT FINANCIAL SOLUTIONS | TRUSTEE | PHOENIX, AZ |
| — | Form ADV | SARA CAPITAL PARTNERS MANAGEMENT, LP | CHIEF EXECUTIVE OFFICER | — |
| — | Form ADV | CAMBRIDGE RETIREMENT ADVISORS | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR | FAIRFIELD, IA |
| — | Form ADV | CONTINUITY PARTNERS GROUP, LLC | TRUSTEE OF ERIC SCHWARTZ REVOCABLE TRUST | FAIRFIELD, IA |
| — | Form ADV | AEGIS CAPITAL, LLC | CHIEF COMPLIANCE OFFICER | CHARLOTTE, NC |
| — | Form ADV | CAMBRIDGE INVESTMENT RESEARCH, INC. | PRESIDENT/CEO/DIRECTOR | FAIRFIELD, IA |
| — | Form ADV | ENERIC FINANCIAL SERVICES, INC. | PRESIDENT | FAIRFIELD, IA |