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Philip Nathaniel Olson

Solstice Wealth

Austin, TX

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Current Employers
Solstice Wealth

14205 N Mopac Expy 5Th Floor, Austin, TX 78728 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-12-02
  • TX RA
    APPROVED
    Since 2015-12-02

Branch Locations

14205 N Mopac Expy 5Th Floor, Austin, TX 78728 • United States

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
OrganizationCityStateFromTo
The Art Of Finance, Llc Austin TX 10/2015 Present
  • 10/2015 → Present
    The Art Of Finance, Llc
    Austin, TX
Previous Registrations
  • 2014-02-18 → 2015-12-15
    Ameritas Investment Company, Llc
    Cedar Park, TX
  • 2012-10-19 → 2013-04-25
    New England Securities
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-03
S63 Uniform Securities Agent State Law Examination 2011-09-29
  • S65 Uniform Investment Adviser Law Examination
    2012-10-03
  • S63 Uniform Securities Agent State Law Examination
    2011-09-29
Designations
Other Names
  • Philip Olson

View on SEC IAPD

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