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Kurt Douglas Schrader

Carbahal Olsen Financial Services Group LLC

Davis, CA

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Current Employers
Carbahal Olsen Financial Services Group Llc

1107 Kennedy Place Suite 3, Davis, CA 95616-1273 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-10-16
  • CA RA
    APPROVED
    Since 2017-10-16

Branch Locations

1107 Kennedy Pl, Ste 3, Davis, CA 95616 • 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
Carbahal Olsen Financial Services Group, Llc Davis CA 09/2017 01/2021
Purves & Associates Davis CA 09/2010 09/2017
Carbahal Olsen Financial Services Group, Llc Davis CA 01/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-15
  • S65 Uniform Investment Adviser Law Examination
    2017-10-15
Designations
Other Names
  • Kurt Schrader

View on SEC IAPD

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Other Offices

ARCHER POINTE WEALTH MANAGEMENT, LLC · DAVIS, CA
LPL FINANCIAL LLC · DAVIS, CA
CHARLES SCHWAB & CO., INC. · Davis, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DAVIS, CA
FLYWAY ADVISORS · DAVIS, CA
J.P. MORGAN SECURITIES LLC · DAVIS, CA
U.S. BANCORP ADVISORS, LLC · Davis, CA
EDWARD JONES · DAVIS, CA

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