Bruce Robert Olmstead

Current Employers

Employment History

• 10/1985 → 04/2021
  Delta Air Lines
  Atlanta, GA
• 04/2001 → 09/2019
  Summit Brokerage Services, Inc
  Roswell, GA
• 01/2004 → 05/2021
  Summit Financial Services Inc
  Fayetteville, GA
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2021 → Present
  Summit Financial Networks
  El Segundo, CA

Previous Registrations

• 2001-04-11 → 2021-05-20
  Summit Financial Group Inc
  Fayetteville, GA
  Columbus, GA

Other Businesses

(1) ANNUITY MARKETING SERVICES, INC.; SINCE 01/10/2003; 3368 BRENTWOOD DRIVE, BATON ROUGE, LA, 70809; AGENT; PRODUCER; 1 HOUR SPENT ON ACTIVITY PER MONTH, 1 HOUR SPENT ON ACTIVITY DURING TRADING HOURS (2) BRUCE R. OLMSTEAD, CFP; SINCE 08/21/2000; SAME AS BRANCH ADDRESS; CERTIFIED FINANCIAL PLANNER; COMPREHENSIVE FINANCIAL PLANNING; 3 HOURS SPENT ON ACTIVITY PER MONTH, 2 HOURS SPENT ON ACTIVITY DURING TRADING HOURS (3) CRUMP LIFE INSURANCE SERVICES; SINCE 10/30/2009; 1401 N. UNIVERSITY DRIVE, STE 502, CORAL SPRINGS, FL, 33071; AGENT; PRODUCER; 5 HOURS SPENT ON ACTIVITY PER MONTH, 3 HOURS SPENT ON ACTIVITY PER MONTH DURING TRADING HOURS (4) PALMER AGENCY; SINCE 03/22/2006; 1849 CLAIRMONT ROAD, DECATUR, GA, 30033; AGENT; PRODUCER; 1 HOUR SPENT ON ACTIVITY PER MONTH, 1 HOUR SPENT ON ACTIVITY PER MONTH DURING TRADING HOURS (5) NAME OF OTHER BUSINESS: MOM2MOM ATLANTA SOUTH, INC.; INVESTMENT RELATED: NO; ADDRESS: 125 WHITEGATE DR FAYETTEVILLE, GA 30215; NATURE OF BUSINESS: NON PROFIT; START DATE: 4/2021; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: OVERSIGHT AND ACCOUNTABILITY, MENTORING FOR YOUNG MOMS; (6) NAME OF OTHER BUSINESS: SUMMIT FINANCIAL NETWORKS ; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 06/01/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; 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

• S65 Uniform Investment Adviser Law Examination
  2000-11-01
• S63 Uniform Securities Agent State Law Examination
  1997-08-27

Designations

Other Names

• Bruce R Olmstead