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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31

Branch Locations

697 Pomfret Street, Pomfret Center, CT 06259 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dino's Park N' Shop Chepachet RI 10/2018 02/2019
Mcdonald's Smithfield RI 02/2019 06/2019
Santander Bank Co. Riverside RI 07/2019 08/2019
Luigi's Gourmet Restaurant And Express Johnston RI 10/2019 03/2020
Gordon College Wenham MA 08/2020 12/2020
Target Danvers MA 09/2020 12/2020
J's Delicatessen Smithfield RI 01/2021 07/2021
Youtube Foster RI 06/2021 11/2021
Walgreen's Dayville CT 07/2021 11/2021
Fidelity Brokerage Services, Llc Smithfield RI 11/2021 09/2024
Ponaganset High School North Scituate RI 09/2016 06/2020
Fidelity Personal And Workplace Advisors Smithfield RI 05/2023 09/2024
Raymond James Financial Services, Inc. Westerly RI 10/2024 03/2025
Professional Planning Group Westerly RI 10/2024 03/2025
Olsonauto Eastford CT 07/2019 Present
Johnson & Wales University Providence RI 01/2023 Present
New England Professional Planning Group Westerly RI 10/2024 03/2025
Commonwealth Financial Network Waltham CT 03/2025 Present
Whz Strategic Wealth Advisors 305923 CT 03/2025 Present
  • 10/2018 → 02/2019
    Dino's Park N' Shop
    Chepachet, RI
  • 02/2019 → 06/2019
    Mcdonald's
    Smithfield, RI
  • 07/2019 → 08/2019
    Santander Bank Co.
    Riverside, RI
  • 10/2019 → 03/2020
    Luigi's Gourmet Restaurant And Express
    Johnston, RI
  • 08/2020 → 12/2020
    Gordon College
    Wenham, MA
  • 09/2020 → 12/2020
    Target
    Danvers, MA
  • 01/2021 → 07/2021
    J's Delicatessen
    Smithfield, RI
  • 06/2021 → 11/2021
    Youtube
    Foster, RI
  • 07/2021 → 11/2021
    Walgreen's
    Dayville, CT
  • 11/2021 → 09/2024
    Fidelity Brokerage Services, Llc
    Smithfield, RI
  • 09/2016 → 06/2020
    Ponaganset High School
    North Scituate, RI
  • 05/2023 → 09/2024
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
  • 10/2024 → 03/2025
    Raymond James Financial Services, Inc.
    Westerly, RI
  • 10/2024 → 03/2025
    Professional Planning Group
    Westerly, RI
  • 07/2019 → Present
    Olsonauto
    Eastford, CT
  • 01/2023 → Present
    Johnson & Wales University
    Providence, RI
  • 10/2024 → 03/2025
    New England Professional Planning Group
    Westerly, RI
  • 03/2025 → Present
    Waltham, CT
  • 03/2025 → Present
    Whz Strategic Wealth Advisors
    305923, CT
Previous Registrations
  • 2023-05-04 → 2024-10-01
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

Content Creator, Olson Auto, Creating content for YouTube, Instagram, etc.; Located in Eastford, CT 06242, as of 07/2018; 0% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-28
S63 Uniform Securities Agent State Law Examination 2022-03-07
  • S66 Uniform Combined State Law Examination
    2023-04-28
  • S63 Uniform Securities Agent State Law Examination
    2022-03-07
Other Names
  • Nick Olson

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