Brian Olcott

Current Employers

Employment History

• 06/2016 → 03/2017
  Full Time Education
  Orem, UT
• 03/2017 → 10/2018
  Summerfield Retirement
  Orem, UT
• 10/2018 → 08/2019
  Gohealth
  Lindon, UT
• 08/2019 → 10/2019
  Landvoice
  Draper, UT
• 10/2019 → 03/2020
  Ideal Concepts
  Allentown, PA
• 03/2020 → 08/2021
  Lending Club Bank
  Lehi, UT
• 09/2021 → 12/2022
  Utility Concierge
  Farmers Branch, TX
• 01/2023 → 04/2023
  Mooring Usa
  Grand Prairie, TX
• 04/2023 → 07/2023
  Unemployed
  Haslet, TX
• 07/2023 → 07/2023
  Goosehead
  Westlake, TX
• 07/2023 → 12/2023
  Unemployed
  Haslet, TX
• 12/2023 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 12/2025 → Present
  Charles Schwab Bank, Ssb
  Westlake, TX

Other Businesses

1) Frozen Adventures LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Manager|11/5/2024|Less than 20|0|Manage rental property listing on Airbnb for a condo at Keystone Ski Resort in Colorado that my parent's own. Update Excel spreadsheet with income and expenses incurred with each rental and distribute income from Airbnb to the property owner (my parents).

Exams

• S66 Uniform Combined State Law Examination
  2025-04-04
• S63 Uniform Securities Agent State Law Examination
  2024-04-10