Lars Alfred Olson

Current Employers

Employment History

• 12/1994 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marion, OH
• 01/2013 → 01/2021
  Bank Of America, N.A.
  Marion, OH
• 01/2021 → Present
  Sanctuary Securities, Inc.
  Marion, OH
• 01/2021 → Present
  Sanctuary Advisors Llc
  Marion, OH

Previous Registrations

• 1994-12-23 → 2021-01-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toledo, OH
  Boston, MA
  Toledo, OH
  Bradenton, FL
  Findlay, OH
  Toledo, OH
  Toledo, OH
  Westlake, OH
  Findlay, OH
  Dearborn, MI
  Toledo, OH
  Atlanta, GA

Other Businesses

1) Name: Alluvial Private Wealth LLC Position: President, Wealth Advisor Nature: Alluvial Private Wealth is the name of our LLC. Alluvial Private Wealth provides financial planning & wealth management services to our clients. Investment Related: Yes Hours: 200 Securities Trading Hours: 130 Start Date: 1/8/2021 Address: 107 N Main Street Ste 202, Marion OH 43302, USA Description: My responsibility is to provide financial planning and investment advice to my clients. 2) Name: Alluvial Private Wealth Cleveland QOF Position: Managing Member Nature: Alluvial Private Wealth Cleveland QOF is a qualified opportunity zone fund which was organized to invest solely in qualified opportunity zone businesses, & specifically to invest in Alluvial Private Wealth Cleveland LLC Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 1/6/2023 Address: 107 N Main Street Ste 202, Marion OH 43302, USA Description: As managing member of the LLC, my responsibility is to arrange for accounting & reporting for the Alluvial Private Wealth Cleveland QOF. 3) Name: Alluvial Private Wealth Cleveland LLC Position: Member Nature: Alluvial Private Wealth Cleveland LLC is an opportunity zone business providing financial planning and investment advice to clients. Investment Related: Yes Hours: 40Securities Trading Hours: 30Start Date: 1/6/2023 Address: 812 Huron Rd E, Ste 290, Cleveland OH 44115, USA Description: As President of Alluvial Private Wealth Cleveland LLC, my responsibility is to oversee operations & financials for the company as well as providing financial advice & service to clients. 4) Name: Alluvial Private Wealth Management LLC Position: President Wealth Advisor Nature: Alluvial Private Wealth Management LLC is an opportunity zone business providing financial planning & investment management advice to clients Investment Related: Yes Hours: 200 Securities Trading Hours: 130 Start Date: 6/30/2022 Address: 107 N Main Street Ste 202, Marion OH 43302, USA Description: As President of Alluvial Private Wealth Management LLC, my responsibility is to oversee operations & financials for the company as well as providing financial advice & service to clients. 5) Name: Alluvial Tax & Planning QOF LLC Position: Managing Member 6) Name: Alluvial Tax & Planning LLC Position: Managing Partner

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-09-10
• S63 Uniform Securities Agent State Law Examination
  1992-09-01

Designations

Other Names

• Lars A Olson