Olivia Rose Sebastian

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Colorado Springs, CO
• 11/2016 → 05/2020
  Wells Fargo Clearing Services, Llc
  Colorado Springs, CO
• 05/2020 → 05/2023
  Raymond James Financial Services, Inc
  Colorado Springs, CO
• 05/2020 → 05/2023
  Raymond James Financial Services Advisors, Inc
  Colorado Springs, CO
• 05/2020 → 05/2023
  Cavanaugh, Foster & Sebastian Wealth Management
  Colorado Springs, CO
• 06/2022 → Present
  Concurrent Investment Advisors Dba Legacy Private Wealth Prt
  Colorado Springs, CO
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-05-01 → 2023-05-26
  Raymond James Financial Services Advisors, Inc
  Colorado Springs, CO
• 2011-01-25 → 2020-05-05
  Wells Fargo Clearing Services, Llc
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

1) Concurrent Investment Advisors dba Legacy Private Wealth Partners. Investment-related. At registered location. RIA. Financial Advisor. Start date: 06/2022. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 06/2022. 4hrs/month; all during trading hours. Sales of fixed / traditional insurance products. 3) Concurrent Partners 1. Not investment-related. Located at 100 2nd Ave S, Suite 704S, St. Petersburg, FL 33701. Holding Company. Member. Start: 12/2021. 1hr/month; all during trading hours. Passive owner / member. 4)Formidable Financial LLC.; Owner/Manager; Not investment-related. 9475 Briar Village Pt., Suite 316 Colorado Springs CO 80920 United States; Duties: I manage business expenses and development costs, including payroll to myself.; 2022-06-02; Hours per month devoted to business during trading hours: 5; Hours per mon devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 5) Formidable Financial Holdings, LLC.; Managing Member; Not investment-related. 100 2nd Ave S, Suite 704S St. Petersburg FL 33701 US; Holding Company; Duties: Keep company filings current and pay any applicable fees.; 2022-06-03; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-15
• S63 Uniform Securities Agent State Law Examination
  2010-08-09