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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-02-03 |
Branch Locations
1011 Fulton Street East, Grand Rapids, MI 49503 • United States
225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
100 West Crosstown Parkway, Kalamazoo, MI 49001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olsson Investment Group, Llc | Grand Rapids | MI | 03/2008 | Present |
| Raymond James Financial Services, Inc | Grand Rapids | MI | 09/2010 | 12/2016 |
| Wedbush Securities Inc. | Grand Rapids | MI | 12/2016 | Present |
1. OLSSON INVESTMENT GROUP LLC; INVESTMENT RELATED; GRAND RAPIDS, MI; LLC - FINANCIAL CONSULTING; OWNER/MEMBER; START: 01/2008; APPROX: 45 HOURS WEEKLY, 180 HOURS PER MONTH DURING BUSINESS HOURS; DUTIES: ACT IN ROLE OF FINANCIAL CONSULTANT. DBA FOR WEDBUSH SECURITIES BUSINESS 2. EDNA MARIE LLC; INVESTMENT RELATED; GRAND RAPIDS, MI; LLC; MEMBER; START: 12/2007; APPROX: 2 HOURS MONTHLY, 2 HOURS PER MONTH DURING BUSINESS HOURS; DUTIES: BUSINESS/LEGAL STRUCTURE THAT OWNS OUR OFFICE BUILDING. 3. CROSSTOWN VENTURES LLC; INVESTMENT RELATED; GRAND RAPIDS, MI; LLC, MEMBER; START: 01/2020; APPROX: 2 HOURS MONTHLY, 2 HOURS PER MONTH DURING BUSINESS HOURS; DUTIES: BUSINESS/LEGAL STRUCTURE THAT OWNS OUR KALAMAZOO OFFICE BUILDING. 4. OLMSTED & MULHALL; INVESTMENT RELATED; KALAMAZOO, MI, DBA; OWNER/MEMBER; START: 01/2019; APPROX: 45 HOURS WEEKLY, 180 HOURS PER MONTH DURING BUSINESS HOURS; DUTIES: ACT IN ROLE OF FINANCIAL CONSULTANT, DBA FOR WEDBUSH SECURITIES BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-20 |
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