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Manchester, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
| NV | RA | APPROVED | 2024-05-20 |
Branch Locations
Manchester, CT • United States
Reno, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cole Financial Planning And Wealth Management | Birmingham | AL | 02/2016 | 02/2021 |
| French Press Financial | Reno | NV | 02/2021 | Present |
| Olson Consulting Llc | Manchester | CT | 04/2024 | Present |
OTHER BUSINESS: French Press Financial dba Fractional Planning; INVESTMENT RELATED: Yes; ADDRESS: Reno, NV; NATURE: Financial Planning; POSITION: CEO; RELATIONSHIP: owner; START DATE: 2021; NUMBER OF HOURS: approximately 30-60% of time; HOURS DURING TRADING: varies; DUTIES: provide financial planning services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-24 |
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