Paul Charles Schwartz

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisors Llc
  El Segundo, CA
• 01/1998 → Present
  The Logan Agency
  Logan, UT
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-06-30 → 2012-02-28
  Pacific West Financial Consultants Inc
  Renton, WA

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 01/1998, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE: 2) NAME OF OTHER BUSINESS: THE LOGAN AGENCY, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 01/1998, POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE; 3)OWN INVESTMENT PROPERTIES AND RECEIVE PASSIVE INCOME FROM THEM. 4) NAME OF OTHER BUSINESS: NORTH HAMPTON CONDOMINIUM ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 40 WEST CASHE VALLEY BLVD LOGAN, UT 84341; NATURE OF BUSINESS: BUSINESS BUILDING ASSOCIATION; START DATE: 12/2021; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SET UP ANNUAL BUDGET FOR OPERATON AND MAINTENANCE OF BUILING AND GROUNDS OF ASSOCIATION;

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-17
• S63 Uniform Securities Agent State Law Examination
  1994-09-12