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Scott Lee Olds

Spc

Marion, IN

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Current Employers
Spc

300 Parkland Plaza, Ann Arbor, MI 48103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-27
IN RA APPROVED 2017-12-06
  • TX RA
    APPROVED_RES
    Since 2022-06-27
  • IN RA
    APPROVED
    Since 2017-12-06

Branch Locations

1912 W. 2Nd, Marion, IN 46952 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gbs Tax Service, Llc Marion IN 02/2006 Present
Hd Vest Marion IN 06/2006 12/2017
American Family Life Assurance Company Columbus GA 06/2013 12/2017
Hd Vest Advisory Services Marion IN 08/2013 12/2017
Parkland Securities Llc Ann Arbor MI 12/2017 Present
Sigma Planning Corporation Ann Arbor MI 12/2017 Present
  • 02/2006 → Present
    Gbs Tax Service, Llc
    Marion, IN
  • 06/2006 → 12/2017
    Hd Vest
    Marion, IN
  • 06/2013 → 12/2017
    American Family Life Assurance Company
    Columbus, GA
  • 08/2013 → 12/2017
    Hd Vest Advisory Services
    Marion, IN
  • 12/2017 → Present
    Parkland Securities Llc
    Ann Arbor, MI
  • 12/2017 → Present
    Sigma Planning Corporation
    Ann Arbor, MI
Previous Registrations
  • 2013-08-23 → 2017-12-12
    Avantax Advisory Services
    Marion, IN
Other Businesses

1. GBS Tax Service, LLC, 1912 W. 2nd Street, Marion, IN 46952. Tax Preparation / Accounting. Owner/Sole Proprietor. Start date: 1/1/1990, approx. 240 hrs/mo with 160 hrs during mkt. hrs. 2. Partners Advantage, 1912 W. 2nd Street, Marion, IN 46952. Financial Planning/Insurance Sales Agent. Start date: 8/1/2009, approx. 4 hrs/mo, 0 hrs. during mkt hrs. Term. 3. As a licensed insurance agent, I am appointed with various insurance companies. 4. Co-trustee, along with attorney, of the Manwell Family Trust. Duties include writing checks for the trust. Start date: 11/1/17, approx. 10 hrs/mo. Not investment related. 5. dba - Scott Olds Financial Services, 1912 W 2nd Street, Marion, IN. Offers financial services through Parkland Securities. Start date: 1/1/17, approx. 20 hrs/mo, all during mkt hrs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-05
S63 Uniform Securities Agent State Law Examination 2006-09-19
  • S65 Uniform Investment Adviser Law Examination
    2013-08-05
  • S63 Uniform Securities Agent State Law Examination
    2006-09-19
Other Names
  • Scott Olds

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