SWARZ PATRICK JAMES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. SWARZ PATRICK JAMES appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PLANTE MORAN FINANCIAL ADVISORS, LLC | CHIEF COMPLIANCE OFFICER | SOUTHFIELD, MI |
| — | Form ADV | QUESTAR ASSET MANAGEMENT, INC. | CHIEF COMPLIANCE OFFICER | MINNEAPOLIS, MN |
| — | Form ADV | QUESTAR CAPITAL CORPORATION | CHIEF COMPLIANCE OFFICER | ANN ARBOR, MI |