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RIA / WealthAdvisorChartered Financial Analyst16 years in industry

JOHN MICHAEL OLSON

Advisor at PITCAIRN

CONSHOHOCKEN, PA | San Francisco, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb0efc8f-db23-107a-d55a-13fffc888c02

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Oct 5, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

John Michael Olson

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: PITCAIRN
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: Oct 2, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65
First exam: Oct 2, 2009
First registration: Oct 5, 2009
Dual registered: no
Other names: Jack Olson
IAPD individual key: 4752950

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
Pitcairn	Independent wealth	Aug 4, 2025	n/a	yes	CONSHOHOCKEN, PA\|San Francisco, CA	Current employment
UNION SQUARE GLOBAL WEALTH MANAGEMENT	Mixed wealth	Jun 11, 2020	Jul 28, 2025	no	SAN FRANCISCO, CA	Previous registration
Lnw	Independent wealth	Nov 26, 2012	May 18, 2020	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration
CSI CAPITAL MANAGEMENT INC	n/a	Oct 5, 2009	Sep 27, 2011	no	SAN FRANCISCO, CA	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
UNION SQUARE GLOBAL WEALTH MANAGEMENT	Pitcairn	Jul 28, 2025	Aug 4, 2025	7	Firm change	RIA to RIA
Lnw	UNION SQUARE GLOBAL WEALTH MANAGEMENT	May 18, 2020	Jun 11, 2020	24	Firm change	RIA to RIA
CSI CAPITAL MANAGEMENT INC	Lnw	Sep 27, 2011	Nov 26, 2012	426	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
111776:333260:CA:2025-07-28	Jul 28, 2025	Aug 4, 2025	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (4)

→ PITCAIRNRegistered adviserregistration: current employment
Aug 4, 2025 to presentfactForm ADV
→ UNION SQUARE GLOBAL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 11, 2020 to Jul 28, 2025factForm ADV
→ LNWRegistered adviserregistration: previous registration
Nov 26, 2012 to May 18, 2020factForm ADV
→ CSI CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Oct 5, 2009 to Sep 27, 2011factForm ADV

Dated events

Occurred
Jul 28, 2025
Advisor changed firm
John Michael Olson left Union Square Global Wealth Management for Pitcairn (registered 2025-08-04)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb0efc8f-db23-107a-d55a-13fffc888c02
First observed: Oct 5, 2009
Last observed: Sep 14, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOHN MICHAEL OLSON

Advisor at PITCAIRN

CONSHOHOCKEN, PA | San Francisco, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb0efc8f-db23-107a-d55a-13fffc888c02

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:27 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Pitcairn

Independent wealth

Aug 4, 2025

n/a

yes

CONSHOHOCKEN, PA|San Francisco, CA

Current employment

UNION SQUARE GLOBAL WEALTH MANAGEMENT

Mixed wealth

Jun 11, 2020

Jul 28, 2025

SAN FRANCISCO, CA

Previous registration

Lnw

Independent wealth

Nov 26, 2012

May 18, 2020

SAN FRANCISCO, CA|SAN FRANCISCO, CA

Previous registration

CSI CAPITAL MANAGEMENT INC

n/a

Oct 5, 2009

Sep 27, 2011

SAN FRANCISCO, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

UNION SQUARE GLOBAL WEALTH MANAGEMENT

Pitcairn

Jul 28, 2025

Aug 4, 2025

Firm change

RIA to RIA

Lnw

UNION SQUARE GLOBAL WEALTH MANAGEMENT

May 18, 2020

Jun 11, 2020

Firm change

RIA to RIA

CSI CAPITAL MANAGEMENT INC

Lnw

Sep 27, 2011

Nov 26, 2012

426

Firm change after gap

Other

Team

Left

Joined

From

Kind

111776:333260:CA:2025-07-28

Jul 28, 2025

Aug 4, 2025

SAN FRANCISCO, CA

Firm change