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Leonard A. Olson

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CRD#: 352557
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Leonard Arnold Olson JR was a registered financial professional .

Leonard is a previously registered financial professional and started their career in finance in 1970. Leonard had worked at 8 firms and has passed the Series 5 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 21, 1987 - November 17, 1997

TORREY PINES SECURITIES, INC.

BD
CRD#: 17120
SAN DIEGO, CA
Past

January 17, 1986 - December 9, 1987

LA JOLLA HOLDINGS, INC.

BD
CRD#: 16527
SOLANA BEACH, CA
Past

July 6, 1982 - February 4, 1986

LA JOLLA SECURITIES, INC.

BD
CRD#: 8182
Past

November 26, 1979 - June 16, 1982

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

January 18, 1978 - November 26, 1979

LOEB PARTNERS

BD
CRD#: 7534
Past

August 19, 1977 - January 18, 1978

HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED

BD
CRD#: 7394
Past

December 17, 1974 - December 19, 1977

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

September 29, 1970 - January 5, 1975

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 5
Date: 10/17/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 9/19/1970
Registered Representative Examination

Current Firm


TP
TORREY PINES SECURITIES, INC.
AMERICAN INDEPENDENT MARKETING | TORREY PINES SECURITIES, INC. | ECONOVEST PROPERTIES, INC.

CRD#: 17120 / SEC#: , 8-35004

BD
Cancelled by SEC on 06/19/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/28/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
2000 WORTH H. BAGLEY JR. REV TRUST DTD 6/1/2000TRUST
SHEA, PETER WILLIAMSHAREHOLDER420778
SMITH, JACK CLARK JRSHAREHOLDER427869
BAGLEY, WORTH HARRINGTON JRCEO, FINOP, CCO, AMLCO1296995

Disclosures


Regulatory Event13
Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TORREY PINES SECURITIES, INC.

CRD#: 17120

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