GREGORY MAX SCHMITZ is an investment adviser representative (IAR) with state registration records since 2006, appearing at 2 firms. Currently registered with COPIAM WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COPIAM WEALTH MANAGEMENT, LLC | 2014-12-05 | present | Yes |
| TALIS ADVISORY SERVICES, LLC | 2006-04-24 | 2014-10-01 | — |