# SWARZ PATRICK JAMES

SWARZ PATRICK JAMES 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 |
| --- | --- | --- | --- | --- |
| — | Form ADV | [PLANTE MORAN FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/112158) | CHIEF COMPLIANCE OFFICER | SOUTHFIELD, MI |
| — | Form ADV | [QUESTAR ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/133358) | CHIEF COMPLIANCE OFFICER | MINNEAPOLIS, MN |
| — | Form ADV | [QUESTAR CAPITAL CORPORATION](https://search.stillhousedata.com/firm/43100) | CHIEF COMPLIANCE OFFICER | ANN ARBOR, MI |


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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.