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Steven Joseph Olds

Cultivate Wealth LLC

Leavenworth, WA

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Current Employers
Cultivate Wealth Llc

Leavenworth, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-11-05
  • WA RA
    APPROVED
    Since 2024-11-05

Branch Locations

Leavenworth, WA • 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 Vanguard Group, Inc. Scottsdale AZ 10/2017 02/2020
Sonlight Painting Spokane WA 08/2017 09/2017
Northwestern Mutual Spokane WA 06/2016 09/2016
Eastern Washington University Cheney WA 01/2014 06/2017
Fidelity Brokerage Services Llc Scottsdale AZ 02/2020 04/2023
Cultivate Wealth Llc Leavenworth WA 04/2024 Present
Gee Whiz Ii Orondo WA 06/2023 Present
  • 10/2017 → 02/2020
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2017 → 09/2017
    Sonlight Painting
    Spokane, WA
  • 06/2016 → 09/2016
    Northwestern Mutual
    Spokane, WA
  • 01/2014 → 06/2017
    Eastern Washington University
    Cheney, WA
  • 02/2020 → 04/2023
    Fidelity Brokerage Services Llc
    Scottsdale, AZ
  • 04/2024 → Present
    Leavenworth, WA
  • 06/2023 → Present
    Gee Whiz Ii
    Orondo, WA
Previous Registrations
  • 2020-04-08 → 2023-04-27
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
  • 2019-12-02 → 2020-02-24
    Scottsdale, AZ
Other Businesses

Steven Olds is currently employed in Fruit Sales as a Sales Representative at Gee Whiz II, located at 21902 US 97, Orondo, WA 98843. This position is not investment-related. Mr. Olds started this position on 06/5/2023 and dedicates 100% of his time during trading hours, 160 hours/month to this activity. Mr. Olds' duties involve managing the current inventory and aligning packed fruit with customer needs both domestically and internationally.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-01
S63 Uniform Securities Agent State Law Examination 2017-11-29
  • S66 Uniform Combined State Law Examination
    2019-11-01
  • S63 Uniform Securities Agent State Law Examination
    2017-11-29
Designations
Other Names
  • Steven J Olds
  • Steven Olds

View on SEC IAPD

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