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RIA / WealthAdvisor22 years in industry

DAVID JASON OLSON

Advisor at FOCUS PARTNERS WEALTH, LLC

Bethesda, MD | Palm Beach Gardens, FL

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Search this name across graphsid dfx:ria:18d5abaf-8243-339d-b069-2f2dac36f8f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 25, 2004 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: FOCUS PARTNERS WEALTH, LLC
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: Mar 19, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Mar 19, 2004
First registration: Mar 25, 2004
Dual registered: no
IAPD individual key: 4726228

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
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Dec 14, 2024	n/a	yes	Bethesda, MD\|Palm Beach Gardens, FL	Current employment
ALPHA DNA INVESTMENT MANAGEMENT	Asset manager	Sep 27, 2017	Sep 11, 2020	no	COLUMBIA, MD	Previous registration
MACROVIEW INVESTMENT MANAGEMENT LLC	Independent wealth	Aug 29, 2017	Nov 16, 2022	no	BETHESDA, MD\|BETHESDA, MD	Previous registration
WORCH CAPITAL LLC	State registered	Jul 17, 2013	Sep 20, 2017	no	ROCKVILLE, MD	Previous registration
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC	Former SEC adviser	Mar 23, 2010	Jul 25, 2013	no	BETHESDA, MD	Previous registration
BRIDGEWATER WEALTH MANAGEMENT, LLC	n/a	Apr 11, 2006	Apr 7, 2010	no	BETHESDA, DE	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 25, 2004	Jun 21, 2004	no	COLUMBIA, MD	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
MACROVIEW INVESTMENT MANAGEMENT LLC	ALPHA DNA INVESTMENT MANAGEMENT	Nov 16, 2022	Sep 27, 2017	-1,876	Firm change after gap	Other
ALPHA DNA INVESTMENT MANAGEMENT	FOCUS PARTNERS WEALTH, LLC	Sep 11, 2020	Dec 14, 2024	1,555	Firm change after gap	Other
WORCH CAPITAL LLC	MACROVIEW INVESTMENT MANAGEMENT LLC	Sep 20, 2017	Aug 29, 2017	-22	Firm change	Other
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC	WORCH CAPITAL LLC	Jul 25, 2013	Jul 17, 2013	-8	Firm change	Other
BRIDGEWATER WEALTH MANAGEMENT, LLC	BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC	Apr 7, 2010	Mar 23, 2010	-15	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	BRIDGEWATER WEALTH MANAGEMENT, LLC	Jun 21, 2004	Apr 11, 2006	659	Firm change after gap	Other

Relationships

Registered with (7)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Dec 14, 2024 to presentfactForm ADV
→ MACROVIEW INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Aug 29, 2017 to Nov 16, 2022factForm ADV
→ ALPHA DNA INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Sep 27, 2017 to Sep 11, 2020factForm ADV
→ WORCH CAPITAL LLCRegistered adviserregistration: previous registration
Jul 17, 2013 to Sep 20, 2017factForm ADV
→ BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 23, 2010 to Jul 25, 2013factForm ADV
→ BRIDGEWATER WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 11, 2006 to Apr 7, 2010factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 25, 2004 to Jun 21, 2004factForm ADV

Dated events

Occurred
Nov 16, 2022
Advisor changed firm
David Jason Olson left Macroview Investment Management Llc for Alpha Dna Investment Management (registered 2017-09-27)
Form ADVobserved 4 days ago