Preston Reid Schwartz

Current Employers

Employment History

• 08/2016 → 02/2018
  Davenport & Company
  Richmond, VA
• 02/2018 → 05/2024
  Wells Fargo Clearing Services, Llc
  Sumter, SC
• 05/2024 → Present
  &Partners, Llc
  Nashville, TN

Previous Registrations

• 2018-03-02 → 2024-05-23
  Wells Fargo Clearing Services, Llc
  Sumter, SC

Other Businesses

WILSON HALL, NOT INV RELATED, SUMTER, SC, CROSS COUNTRY AND MIDDLE SCHOOL B-BALL HEAD COACH, START 12/13/2023, O HOURS, NO COMPENSATION, DUTIES, EDUCATING YOUNG CHILDREN TEACHONG SKILLS OF SPORT, RESPONSIBILITY AND ACCOUNTABILITY SUMTER YMCA, INV RELATED, SUMTER, SC, TREASURER, START 1/1/2024, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, PREPARING BUDGET, MAKING SPENDING DECISIONS, AND PLANNING FOR FUTURE CAPITAL EXPENDITURES. SUMTER COUNTY MUSEUM; NOT INV RELATED, SUMTER SC, CHAIRMAN, START 12/7/2023; 1HOUR PER WEEK, BUDGETING, MARKETING, AND FUNDRAISING SUMTER METHODIST CHURCH POSITION: Finance Chairman NATURE: This is a religious organization (church). We do mission work in our community as well as across the state and internationally. We strive to make disciples of Jesus Christ. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 04/28/2025 ADDRESS: 50 Mere Court Sumter, SC 29150, United States DESCRIPTION: Chair of Finance Committee - oversee monthly financial results of church operations; prepare annual budget; develop capital planning; approve large expenditures. I do not have access to authorize the withdrawal or deposit of funds in any bank or investment accounts. I do not handle any of the loose cash or deposit of loose cash from offering. EPICUREAN CLUB POSITION: Treasurer NATURE: The Epicurean Club is a social club that brings members of the community together for 2 events during the year - a spring party and a Debutante Ball. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2025 ADDRESS: Sumter, SC 29150, United States DESCRIPTION: My obligation is to track the finances of the club and provide reports like income statement and balance sheet. WILLIAMS BRICE EDWARDS CHARITABLE TRUST POSITION: Board of Trustees NATURE: Provide grants to local non-profit projects within the community. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: Sumter, SC 29150, United States DESCRIPTION: Vote on various grant applications and determine whether they receive funding.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-29
• S63 Uniform Securities Agent State Law Examination
  2017-04-13

Designations

Other Names

• Reid Schwartz
• Preston Reid Schwartz