Olivia Joyce Rice

Current Employers

Employment History

• 07/2022 → 11/2022
  Securities America, Inc.
  Seattle, WA
• 11/2022 → 06/2024
  Securities America, Inc.
  Seattle, WA
• 08/2015 → 08/2022
  Terrell Independent School District
  Terrell, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Seattle, WA
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2024-05-13 → 2024-11-08
  Arbor Point Advisors
  Seattle, WA

Other Businesses

1. TERRELL INDEPENDENT SCHOOL DISTRICT EXCELLENCE FOUNDATION POSITION: Contacted Worker - Director NATURE: Non-Profit/Education501(3c) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2024 ADDRESS: 700 North Catherine St, Terrell TX 75160, United States DESCRIPTION: This is a contracted position for the local school district's education foundation. Duties include taking meeting minutes, social media, digital marketing, photography, coordinating teacher luncheons, and showcasing student activities. 2. EMERALD CITY FIDUCIARY GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 120 START DATE: 05/13/2024 ADDRESS: 200 W Mercer St, Seattle WA 98119, United States DESCRIPTION: Place client trades Answer phones schedule appointments Conduct and assist client meetings Run client reports Assist with client login issues Send follow-up correspondence following client meetings Build marketing plan Content creation for website and monthly client communication 3.OLIVIA RICE POSITION: Consultant - Speaker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/25/2026 ADDRESS: 115 N Frances St, Suite 102, Terrell TX 75160, United States DESCRIPTION: This is a guest speaking opportunity where I will train staff members on best practices for creating exceptional customer service. While I will not be discussing any securities or making any recommendations, my presentation does include mention of our business (Emerald City Fiduciary Group) and features our website.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-11

Other Names

• Olivia Joyce Moormeier