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Oliver Scholle

Commonwealth Financial Network

Needham, MA

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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-27
MA RA APPROVED 2022-05-11
  • TX RA
    APPROVED_RES
    Since 2026-05-27
  • MA RA
    APPROVED
    Since 2022-05-11

Branch Locations

75 Second Avenue Suite 420, Needham, MA 02494 • 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
Agorus San Diego CA 02/2021 11/2021
U.S. Navy San Diego CA 01/2013 02/2021
Harvest Wealth Management, Llc Needham MA 12/2021 02/2022
Harvest Wealth Management, Llc Needham MA 02/2022 06/2023
Harvest Wealth Management, Llc Needham MA 06/2023 Present
Commonwealth Financial Network Waltham MA 06/2023 Present
  • 02/2021 → 11/2021
    Agorus
    San Diego, CA
  • 01/2013 → 02/2021
    U.S. Navy
    San Diego, CA
  • 12/2021 → 02/2022
    Harvest Wealth Management, Llc
    Needham, MA
  • 02/2022 → 06/2023
    Harvest Wealth Management, Llc
    Needham, MA
  • 06/2023 → Present
    Harvest Wealth Management, Llc
    Needham, MA
  • 06/2023 → Present
    Commonwealth Financial Network
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-11
  • S65 Uniform Investment Adviser Law Examination
    2022-05-11
Other Names
  • Oliver Scholle

View on SEC IAPD

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GOODMAN ADVISORY GROUP, LLC
PARK AVENUE SECURITIES LLC
M HOLDINGS SECURITIES, INC.
INTEGRATED WEALTH CONCEPTS LLC
DARROW WEALTH MANAGEMENT
FREEMAN FINANCIAL LLC

Other Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

More in Needham, MA

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