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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-29
FL RA APPROVED 2023-03-30
  • TX RA
    APPROVED_RES
    Since 2023-06-29
  • FL RA
    APPROVED
    Since 2023-03-30

Branch Locations

Tallahassee, FL • 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
John S Olson Clu Inc Tallahassee FL 09/1980 Present
Olson Ins & Financial Services Tallahassee FL 01/1992 Present
Cetera Wealth Services, Llc El Segundo CA 09/2013 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2023 Present
  • 09/1980 → Present
    John S Olson Clu Inc
    Tallahassee, FL
  • 01/1992 → Present
    Olson Ins & Financial Services
    Tallahassee, FL
  • 09/2013 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 03/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2002-11-20 → 2013-09-03
    Tower Square Securities, Inc.
    Tallahassee, FL
    Tallahassee, FL
Other Businesses

1)INDEPENDENT INSURANCE AGENT FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE FOR 5HRS/WK SINCE 2002 2)DBA OLSON INSURANCE & FINANCIAL SERVICES AND JOHN OLSON CLU, CHFC, INC. INVESTMENT RELATED SAME AS REGISTERED ADDRESS 11/02 NON-VARIABLE INSURANCE SALES APPROX. 5 HOURS PER WEEK, SOME DURING TRADING HOURS 3)OWNER RENTAL PROPERTY ST. TERESA BEACH FL FOR 3HR/WK & 2HR EVENING & WKENDS SINCE 3/2012 4)NAME OF OTHER BUSINESS: 02 DESIGN, LLC INVESTMENT RELATED: NO ADDRESS: 200 N 16TH ST., APT 1822, PHILADELPHIA, PA 19102 NATURE OF BUSINESS: REAL ESTATE START DATE 08/2018 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: BUY PROPERTY. REMODEL, SELL OR RENT OUT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-23
  • S66 Uniform Combined State Law Examination
    2002-05-23
Other Names
  • Scott Olson

View on SEC IAPD

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