Kai Paul Schwartz

Current Employers

Employment History

• 01/2014 → 05/2021
  Student
  Smithfield, UT
• 06/2021 → 01/2022
  Mountain West Motor
  Hyde Park, UT
• 02/2022 → 12/2023
  The Church Of Jesus Christ Of Latter Day Saints
  Guayaquil
• 01/2024 → Present
  The Logan Agency
  Logan, UT
• 10/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 01/2024 → 10/2024
  Cetera Advisors Llc
  St Cloud, MN
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2024 → Present
  Kai Schwartz Llc
  Logan, UT

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: 3/2024; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: THE LOGAN AGENCY INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2024 APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 15 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT BRIEF DESCRIPTION OF DUTIES: PROCESS APPLICATIONS, ANSWER PHONE CALLS, AND DO FOLLOW UP. 3. NAME OF OTHER BUSINESS: KAI SCHWARTZ LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2025-07-07