David Richard Olsen

Current Employers

Retirevest Financial, Llc

Tampa, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-03

FL RA
APPROVED

Since 2025-09-03

Branch Locations

Tampa, 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

Organization	City	State	From	To
Sole Proprietor	Wellesley	MA	05/2003	Present
Accelerate Financial Group, Llc	Wellesley	MA	09/2015	Present

05/2003 → Present

Sole Proprietor

Wellesley, MA
09/2015 → Present

Accelerate Financial Group, Llc

Wellesley, MA

Previous Registrations

2013-08-27 → 2024-10-30

Accelerate Financial Group, Llc

Tampa, FL
2005-09-13 → 2006-06-16

Usallianz Securities, Inc.

Quincy, MA

Quincy, MA

Roseville, MN

Other Businesses

Responsible for the operation of a licensed insurance agency. Duties include providing clients with fixed insurance solutions such as life insurance, annuities, and long-term care policies. Services are limited to non-securities insurance products. No investment advice is offered through this entity.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-03-09

S63 Uniform Securities Agent State Law Examination

2001-03-09

Designations

View on SEC IAPD