Devin Lee Schwartz

Current Employers

Employment History

• 10/2009 → 04/2021
  Waddell & Reed, Inc.
  Manhattan, KS
• 04/2021 → Present
  Raymond James Financial Services
  Manhattan, KS
• 04/2021 → Present
  Raymond James Financial Services Advisors
  Manhattan, KS
• 04/2021 → Present
  Beyond Wealth Advisors
  Manhattan, KS

Previous Registrations

• 2010-04-27 → 2021-04-22
  Waddell & Reed
  Manhattan, KS
  Salina, KS
  Dighton, KS
  Edmond, OK
  Manhattan, KS

Other Businesses

(1)Name of Business: Beyond Wealth Advisors Address: 555 Poyntz Ave Ste 280, Manhattan, KS, 66502-0107, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/21/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Managing and acquiring my book of clients and their financial needs. (2)Name of Business: Bryce Schwartz & Sons LLC Address: 13575 Cottonwood Ln, Wamego, KS, 66547, United States Activity Type: Agriculture/Farming Position/Title: Other, Officer - Treasurer, Officer - CEO Investment Related: No Start Date: 09/13/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Taking care of taxes, paperwork, banking accounts, investment accounts, paying bills, invoicing, and business decisions for Bryce Schwartz & Sons LLC. (3)Name of Business: Bryce Schwartz and Sons LLC Address: 555 Poyntz Ave Ste 280, Manhattan, KS, 66502-0107, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 04/21/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help making important decisions. (4)Name of Business: Devin Schwartz Farms LLC Address: 555 Poyntz Ave Ste 280, Manhattan, KS, 66502-0107, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/21/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (5)Name of Business: Loy Address: 555 Poyntz Ave Ste 280, Manhattan, KS, 66502-0107, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 04/21/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Accounting, operation's, tax prep, decision making.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-26

Other Names

• Devin Schwartz