Donna Louise Kellison

Current Employers

Olympic Financial, Llc

12800 N Meridian, Suite 400, Carmel, IN 46032 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2003-03-03

IN RA
APPROVED

Since 2003-03-03

Branch Locations

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Blue & Co, Llc	Indianapolis	IN	02/1979	Present
M Holdings Securities, Inc.	Portland	OR	09/2000	Present
Olympic Financial, Llc	Carmel	IN	11/2002	Present

02/1979 → Present

Blue & Co, Llc

Indianapolis, IN
09/2000 → Present

M Holdings Securities, Inc.

Portland, OR
11/2002 → Present

Olympic Financial, Llc

Carmel, IN

Previous Registrations

2001-05-23 → 2002-12-31

Olympic Financial, Llc

Carmel, IN

Other Businesses

BLUE & CO., LLC, DIRECTOR (SAME AS PARTNER). BUSINESS IS A CPA FIRM, NOT INVESTMENT-RELATED. 11460 N. MERIDIAN, CARMEL, IN 46032 75% OF TIME; 12 MONTHS PER YEAR TAX PARTNER; GENERAL AND SPECIALIZED TAX PLANNING AND TAX COMPLIANCE START DATE 2/79; NO END DATE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-11-09
S63	Uniform Securities Agent State Law Examination	2000-05-22

S66 Uniform Combined State Law Examination

2000-11-09
S63 Uniform Securities Agent State Law Examination

2000-05-22

View on SEC IAPD