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RIA / WealthAdvisorChartered Financial Consultant36 years in industry

DAVID GEORGE OLSON

Advisor at JOURNEY WEALTH MANAGEMENT

CLEVELAND, OH

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Search this name across graphsid dfx:ria:1448f6ba-cdcd-c0ca-df8b-f1d95a1af417

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: May 12, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JOURNEY WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63
First exam: Sep 8, 1992
First registration: May 12, 1999
Dual registered: no
IAPD individual key: 2242624

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JOURNEY WEALTH MANAGEMENT	Independent wealth	Aug 29, 2022	n/a	yes	CLEVELAND, OH	Current employment
BEACON FINANCIAL ADVISORY LLC	Independent wealth	May 11, 2015	Oct 20, 2022	no	CLEVELAND, OH	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	Dec 6, 2012	Aug 9, 2022	no	CLEVELAND, OH	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jun 1, 2012	Jun 1, 2015	no	Cleveland, OH	Previous registration
CINCINNATI ANALYSTS, INC	Former SEC adviser	Apr 26, 2010	Jun 1, 2012	no	CLEVELAND, OH\|CINCINNATI, OH	Previous registration
SANDERS MORRIS LLC	Independent wealth	Jan 3, 2007	May 21, 2010	no	BEACHWOOD, OH\|BEACHWOOD, OH	Previous registration
OSAIC FA, INC.	Former SEC adviser	May 12, 1999	Jan 4, 2007	no	CLEVELAND, OH\|ORANGE VILLAGE, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACON FINANCIAL ADVISORY LLC	JOURNEY WEALTH MANAGEMENT	Oct 20, 2022	Aug 29, 2022	-52	Firm change after gap	RIA to RIA
CAPITAL ANALYSTS	BEACON FINANCIAL ADVISORY LLC	Aug 9, 2022	May 11, 2015	-2,647	Firm change after gap	Other
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Jun 1, 2015	Dec 6, 2012	-907	Firm change after gap	Other
CINCINNATI ANALYSTS, INC	LINCOLN INVESTMENT	Jun 1, 2012	Jun 1, 2012	0	Bulk transfer	Other
SANDERS MORRIS LLC	CINCINNATI ANALYSTS, INC	May 21, 2010	Apr 26, 2010	-25	Firm change	Other
OSAIC FA, INC.	SANDERS MORRIS LLC	Jan 4, 2007	Jan 3, 2007	-1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
162200:174334:OH:2022-08-05	Aug 9, 2022	May 11, 2015	CLEVELAND, OH	Firm change after gap
519:162200:OH:2015-06-01	Jun 1, 2015	Dec 6, 2012	CLEVELAND, OH	Firm change after gap

Relationships

Registered with (7)

→ JOURNEY WEALTH MANAGEMENTRegistered adviserregistration: current employment
Aug 29, 2022 to presentfactForm ADV
→ BEACON FINANCIAL ADVISORY LLCRegistered adviserregistration: previous registration
May 11, 2015 to Oct 20, 2022factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Dec 6, 2012 to Aug 9, 2022factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jun 1, 2012 to Jun 1, 2015factForm ADV
→ CINCINNATI ANALYSTS, INCRegistered adviserregistration: previous registration
Apr 26, 2010 to Jun 1, 2012factForm ADV
→ SANDERS MORRIS LLCRegistered adviserregistration: previous registration
Jan 3, 2007 to May 21, 2010factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
May 12, 1999 to Jan 4, 2007factForm ADV

Dated events

Occurred
Oct 20, 2022
Advisor changed firm
David George Olson left Beacon Financial Advisory Llc for Journey Wealth Management (registered 2022-08-29)
Form ADVobserved 6 days ago
Occurred
Aug 9, 2022
Advisor changed firm
David George Olson left Capital Analysts for Beacon Financial Advisory Llc (registered 2015-05-11)
Form ADVobserved 6 days ago