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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2007-07-19
  • UT RA
    APPROVED
    Since 2007-07-19

Branch Locations

10813 S River Front Parkway Suite 250, South Jordan, UT 84095 • 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 No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Equity Services, Inc. Montpelier VT 04/1999 Present
Other Businesses

*MARTIN D.OLSON FINANCIAL, LLC,INV REL, 10813 S RIVER FRONT PARKWAY, SUITE 250, SOUTH JORDAN, UT 84095. INS SLS, MANAGING MEMBER, 1/08,DUR TRD HRS, AGENT SELLING LIFE INSURANCE UNDER THE DBA OF MARTIN D.OLSON FINANCIAL, LLC*FOCUS FINANCIAL SERVICES, 10813 S RIVER FRONT PARKWAY, SUITE 250, SOUTH JORDAN, UT 84095, 04/25/2019, ONGOING, DBA FOR MARTIN DOLSON FINANCIAL, LLC, INV REL, DURING TRD, HRS, MARKETING, MANAGER,5-10%*TAYLORS GROVE WARD - THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS. 4845 S WOODHAVEN DR, TAYLORSVILLE UT. NOT INV REL. MAY 2024. OPENING DONATION ENVELOPES, COUNTING DONATIONS AND PREPARING CHARITABLE DONATION DEPOSIT SLIPS WITH A WARD CLERK. SECONDARY SIGNER OF REIMBURSEMENT CHECK TO MEMBERS. BISHOPRIC - SECOND COUNSELOR. NOT DURING TRADE HRS*DIVERSIFIED BROKERAGE SERVICES,10813 SOUTH, RIVER FRONT PARKWAY, SUITE 250, SOUTH JORDAN, UT 84095,09/01/2025,ONGOING,INV REL, DURING TRD/HRS,INSURANCE,AGENT,3-5 HRS/MTH..

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-17
S63 Uniform Securities Agent State Law Examination 1999-04-24
  • S66 Uniform Combined State Law Examination
    2007-01-17
  • S63 Uniform Securities Agent State Law Examination
    1999-04-24
Other Names
  • Marty Olson

View on SEC IAPD

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