Kale Olson

Current Employers

Employment History

• 05/2018 → Present
  Jjb Hilliard Wl Lyons Llc
  Louisville, KY
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Asheville, NC
• 03/2009 → 05/2018
  Oppenheimer & Co
  Ashville, NC

Previous Registrations

• 2018-05-27 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Asheville, NC
• 2009-03-17 → 2018-05-30
  Oppenheimer & Co. Inc.
  Asheville, NC
• 2008-11-07 → 2009-03-16
  Stanford Group Company
  Asheville, NC
  Charlotte, NC
• 2002-03-21 → 2008-11-17
  Ubs Financial Services Inc.
  Asheville, NC
  Asheville, NC

Other Businesses

1. ROSALIND S. WILLIS IRREVOCABLE TURST FBO DOROTHY SINCLAIR OLSON UAD 12/11/2009. KALE OLSON TRUSTEE 189 COUNTRY CLUB ROAD ASHEVILLE, NC 28804. SINCE THE TRUST WAS CREATED FOR MY DUAGHTERS BENEFIT ON 12/11/2009 I HAVE SERVED AS TRUSTEE AND HAVE SPENT APPROXIMATELY 20 MINUTES EACH MONTH DURING TRADING HOURS REVIEWING AND IMPLEMENTING THE INVESTMENT STRATEGY OF THE TRUST. THE TRUST IS TO PROVIDE FOR THE MAINTENANCE, EDUCATION, SUPPORT AND HEALTH OF THE BENEFICIARY. 2. ROSALIND S, WILLIS IRREVOCABLE TRUST FBO MEADE OLSON UAD 12/18/03, KALE OLSON TRUST 189 COUNTRY CLUB ROAD ASHEVILLE, NC 22804. SINCE THE TRUST WAS CREATED FOR MY SONS BENEFIT ON 12/18/03 I HAVE SERVED AS TRUSTEE AND HAVE SPENT APPROXIMATELY 20 MINUTES EACH MONTH DURING BUSINESS TRADING HOURS REVIEWING AND IMPLEMENTING THE INVESTMENT STRATEGY OF THE TRUST. THE TRUST PROVIDES FOR THE MAINTENANCE, EDUCATION, SUPPORT AND HEALTH OF THE BENEFICIARY. 3. ROSALIND S. WILLIS IRREVOCABLE TRUST FBO LOULIE OLSON UAD 12/18/03. KALE OLSON TRUSTEE 189 COUNTRY CLUB ROAD ASHEVILLE, NC 28804. SINCE THE TRUST WAS CREATED FOR MY DUAGHTERS BENEFIT ON 12/18/03 I HAVE SERVED AS TRUSTEE AND HAVE SPENT APPROXIMATELY 20 MINUTES EACH MONTH DURING TRADING HOURS REVIEWING AND IMPLEMENTING THE INVESTMENT STRATEGY OF THE TRUST. THE TRUST IS TO PROVIDE FOR THE MAINTENANCE, EDUCATION, SUPPORT AND HEALTH OF THE BENEFICIARY. 4. ROSALIND S. WILLIS IRREVOCABLE TRUST FBO MEADE OLSON UAD 12/18/03. KALE OLSON TRUSTEE 189 COUNTRY CLUB ROAD ASHEVILLE, NC 28804. SINCE THE TRUST WAS CREATED FOR MY SONS BENEFIT ON 12/18/03 I HAVE SERVED AS TRUSTEE AND HAVE SPENT APPROXIMATELY 20 MINUTES EACH MONTH DURING BUSINESS TRADING HOUSE REVIEWING AND MPLEMENTING THE INVESTMENT STRATEGY OF THE TRUST. THE TRUST PROVIDES FOR THE MAINTENANCE, EDUCATION, SUPPORT AND HEALTH OF THE BENEFICIARY. 5.ROSALIND S. WILLIS IRREVOCABLE TRUST FBO LOULIE OLSON UAD 12/18/03. KALE OLSON TRUSTEE 189 COUNTRY CLUB ROAD ASHEVILLE, NC 28804. SINCE THE TRUST WAS CREATED FOR MY DAUGHTERS BENEFIT ON 12/18/03 I HAVE SERVED AS TRUSTEE AND HAVE SPENT APPROXIMATELY 20 MINUTES EACH MONTH DURING TRADING HOURS REVIEWING AND IMPLEMENTING THE INVESTMENT STRATEGY OF THE TRUST. THE TRUST IS TO PROVIDE FOR THE MAINTENANCE, EDUCATION, SUPPORT AND HEALTH OF THE BENEFICIARY. Name/Address: Rental Property 240 Seneca Blvd Hendersonville NC 28739 Start Date: 4/10/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Owner/Landlord Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2001-06-08