David George Olson

Current Employers

Employment History

• 06/1990 → Present
  Total Health Care Plan, Inc.
  Cleveland, OH
• 01/2007 → Present
  Sanders Morris Harris Inc.
  Houston, TX
• 06/2012 → Present
  Lincoln Investment
  Cleveland, OH
• 05/2015 → Present
  Beacon Financial Advisory Llc
  Beachwood, OH
• 08/2022 → Present
  Journey Wealth Management
  Cleveland, OH

Previous Registrations

• 2015-05-11 → 2022-10-20
  Beacon Financial Advisory Llc
  Cleveland, OH
• 2012-12-06 → 2022-08-09
  Capital Analysts
  Cleveland, OH
• 2012-06-01 → 2015-06-01
  Lincoln Investment
  Cleveland, OH
• 2010-04-26 → 2012-06-01
  Cincinnati Analysts, Inc.
  Cleveland, OH
  Cincinnati, OH
• 2007-01-03 → 2010-05-21
  Sanders Morris Llc
  Beachwood, OH
  Beachwood, OH
• 1999-05-12 → 2007-01-04
  Osaic Fa, Inc.
  Cleveland, OH
  Orange Village, OH

Other Businesses

INTERNATIONAL BURN FOUNDATION POSITION: BOARD OF DIRECTORS AND FINANCE COMMITTEE, TREASURER NATURE: PRIVATE FOUNDATION INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/2005 ADDRESS: 6915 EBENEEZER CHURCH RD, HILLSBOROUGH NC 27278 DESCRIPTION: SERVE ON THE BOARD OF DIRECTORS AND FINANCE COMMITTEE OVERSEEING FOUDNATION ASSETS. THE INTERNATIONAL BURN FOUNDATION AWARDS THE $100,000 TVB BURN PRIZE TO A PHYSICIAN EVERY 4 YEARS FOR THIER WORK IN THE ADVANCEMENT OF BURN TREATMENT. MY ROLE IS TO SERVE ON THE FINANCE COMMITTEE OVERSEEING THE BUDGET AND INVESTMENT OF $750,000 OF PORTFOLIO ASSETS. I HAVE NO DIRECT TRADING AUTHORITUY AND RECEIVE NO COMPENSATION AMERICAN PUNCH COMPANY POSITION: Owner 28% NATURE: Manufacturing of punches and ies INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/01/1990 ADDRESS: 1655 Century Corners Pkwy., Euclid OH 44132 DESCRIPTION: Part owner of family owned manufacturing business. I am on the Board of Directors and serve in the capacity of financial oversight and reporting FIRTH HOLDINGSCO. POSITION: 25% owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1997 ADDRESS: 1655 Century Corners Pkwy, Euclid OH 44132 DESCRIPTION: Family owned LLC which owns real estate. Currently, Firth owns two manaufacturing buildings (one is the factory for American Punch). I currenly provide financial oversight and reporting. LIFE INSURANCE AND FIXED ANNUITY SALES POSITION: I am licensed life inusrance and fixed annuities agent. NATURE: Life insurance and fixed annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 07/01/1992 ADDRESS: 25825 Science Park, #110, Beachwood OH 44122, United States DESCRIPTION: Life iunsurnace and fixed annuity sales to clients FOREST HILL CHURCH ENDOWMENT FUND POSITION: Chairman of the Endowment Committee and Endowment Investment Committee. NATURE: Presbyterian Church INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1990 ADDRESS: 3031 Monticello Blvd., Cleveland Hts. OH 44118, United States DESCRIPTION: The Endowment Committee manages and investments of bequests recieved by the Church., Total assets are about $1.7 million and there is a 4% spending rule which is managed by the fund. I do not have access to the fund assets or trading authority. BEACON FINANCIAL ADVISORY LLC POSITION: Provide financial planning and investment advisory services NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/01/2015 ADDRESS: 25825Science Park, Suite 110, Beachwood OH 44122, United States DESCRIPTION: Investment Advisory represntative of RIA

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-09-08

Designations