Oliver Coleman Scholle

Current Employers

Employment History

• 09/2015 → 06/2018
  Commonwealth Financial Network
  Waltham, MA
• 09/2015 → Present
  Harvest Wealth Management
  Needham, MA
• 06/2018 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2004-08-31 → 2015-10-05
  Securities America Advisors, Inc.
  Chestnut Hill, MA
  Warrenton, VA
  Chestnut Hill, MA
  Boston, MA

Other Businesses

1) Fixed insurance sales, Harvest Wealth Management, LLC; 5% of time spent during business hours investment related; conducted at branch office. 2) 100% owner, Independence Financial Services, LLC, an inactive private entity; as of 2004; approximately 0% time spent during securities trading hours per month; not conducted at branch location; not investment related. 3) Co-Owner, Brooks Point, LLC, an entity created for the purpose of buying and managing residential real estate in Fishers Island, NY, as of 10/19/19; 5% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-21
• S63 Uniform Securities Agent State Law Examination
  1994-04-15

Other Names

• Ollie Scholle