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Current Employers
Olde Wealth Management, Llc

Sammamish, WA • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2020-07-20
  • UT RA
    APPROVED
    Since 2020-07-20

Branch Locations

Sammamish, WA • United States

Draper, UT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Network Wealth Management Llc Draper UT 06/2020 12/2023
Purple Pines Llc Draper UT 01/2018 01/2020
Plentyoftrades Llc Draper UT 03/2013 06/2020
Mbro Inc. Draper UT 03/2001 Present
Your Trade Recipes Llc Draper UT 11/2017 01/2020
  • 06/2020 → 12/2023
    Financial Network Wealth Management Llc
    Draper, UT
  • 01/2018 → 01/2020
    Purple Pines Llc
    Draper, UT
  • 03/2013 → 06/2020
    Plentyoftrades Llc
    Draper, UT
  • 03/2001 → Present
    Mbro Inc.
    Draper, UT
  • 11/2017 → 01/2020
    Your Trade Recipes Llc
    Draper, UT
Previous Registrations
  • 2006-06-14 → 2006-10-03
    Gbc Managment, Llc
    Herriman, UT
Other Businesses

1. MBRO Inc.; President; 03/2001; not investment related; clothing boutique and real estate management; President; 2 hrs/month and 0 hrs during securities trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-16
S66 Uniform Combined State Law Examination 2002-03-08
  • S65 Uniform Investment Adviser Law Examination
    2020-03-16
  • S66 Uniform Combined State Law Examination
    2002-03-08
Designations

View on SEC IAPD

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