COBY JAMES SCHWARTZ is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with COPELAND CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COPELAND CAPITAL MANAGEMENT, LLC | 2019-10-31 | present | Yes |
| JANNEY MONTGOMERY SCOTT LLC | 2019-01-12 | 2019-10-18 | — |