Lindsay Elizabeth Olsen

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2023-09-01

UT RA
APPROVED

Since 2023-09-01

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES

Disclosures

2 disclosure categories 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 No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Scottrade, Inc	St Louis	MO	07/2005	04/2018
Waddell & Reed	Overland Park	KS	04/2018	07/2021
Lpl Financial Llc	Overland Park	KS	07/2021	09/2022
Sagepoint Financial, Inc	Phoenix	AZ	09/2022	Present
Osaic Wealth, Inc.	Jersey City	NJ	09/2023	Present

07/2005 → 04/2018

Scottrade, Inc

St Louis, MO
04/2018 → 07/2021

Waddell & Reed

Overland Park, KS
07/2021 → 09/2022

Lpl Financial Llc

Overland Park, KS
09/2022 → Present

Sagepoint Financial, Inc

Phoenix, AZ
09/2023 → Present

Osaic Wealth, Inc.

Jersey City, NJ

Previous Registrations

2022-09-29 → 2023-09-01

Osaic Services, Inc.

Scottsdale, AZ
2021-07-21 → 2022-09-15

Lpl Financial Llc

Overland Park, KS
2018-05-02 → 2021-07-21

Waddell & Reed

Overland Park, KS
2016-02-12 → 2018-04-02

Scottrade Investment Management

Saint Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-12-30
S63	Uniform Securities Agent State Law Examination	2004-10-22

S66 Uniform Combined State Law Examination

2015-12-30
S63 Uniform Securities Agent State Law Examination

2004-10-22

Other Names

Lindsay E Olsen

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews