Claire Lucchese

Current Employers

Employment History

• 07/2021 → Present
  Lpl Financial
  Redlands, CA
• 09/2020 → 04/2021
  University Of Redlands
  Redlands, CA
• 08/2017 → 04/2021
  University Of Redlands
  Redlands, CA
• 07/2018 → 08/2018
  Florence University Of The Arts
  Florence
• 06/2019 → 08/2019
  Ciee- Rennes Intensive French Language Program Summer 2019
  Rennes
• 06/2020 → 08/2020
  D.A. Davidson & Co
  Costa Mesa, CA
• 07/2011 → 05/2017
  Texoma Christian School
  Sherman, TX
• 05/2018 → 07/2018
  Choctaw Casino Resort And Spa
  Durant, OK
• 07/2017 → 08/2017
  Heart O' The Hills Camp For Girls
  Hunt, TX
• 06/2016 → 06/2017
  Cracker Barrel
  Sherman, TX
• 07/2021 → 05/2025
  Kwb Wealth
  Redlands, CA
• 05/2025 → Present
  Kwb Wealth
  Redlands, CA

Other Businesses

1) 12/2021 - DBA for LPL Business (entity for LPL business) - KWB Wealth - Investment Related - Redlands, CA 92374 2) 03/07/2022 - KWB Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 07/12/21 - 160 Hours Per Month/5 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through KWB Wealth, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-07

Designations

Other Names

• Claire Olmstead