DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Kevin William Olson

First Command Advisory ServicesBD affiliatedFort Worth, Tx dual registrantIAPD 2461054

Feed of 09/14/2026

Also filed as Kevin William Olson

At current firm

0 y

since Dec 8, 2025

In the industry

28 y

since Jul 24, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

First Command Advisory Services BD affiliated current
since Dec 8, 2025 · Allen, Tx
Charles Schwab & Co., Inc. national BD
Jul 6, 2023 to Oct 31, 2025 · Westlake, Tx
Pnc Wealth Management BD affiliated
Aug 26, 2022 to Jun 2, 2023 · Allen, Tx
Avantax Advisory Services former
Feb 7, 2022 to Aug 26, 2022 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

Charles Schwab & Co., Inc. to First Command Advisory Services
left Oct 31, 2025, registered Dec 8, 2025 (38 days) · Affiliated broker-dealer or bank to another
Pnc Wealth Management to Charles Schwab & Co., Inc.
left Jun 2, 2023, registered Jul 6, 2023 (34 days) · Affiliated broker-dealer or bank to another
Avantax Advisory Services to Pnc Wealth Management
left Aug 26, 2022, registered Aug 26, 2022 (0 days) · Affiliated broker-dealer or bank to another

Signals

Kevin William Olson left Charles Schwab & Co., Inc. for First Command Advisory Services (registered 2025-12-08)
Oct 31, 2025 · Advisor changed firm · fact
Kevin William Olson left Pnc Wealth Management for Charles Schwab & Co., Inc. (registered 2023-07-06)
Jun 2, 2023 · Advisor changed firm · fact
Kevin William Olson left Avantax Advisory Services for Pnc Wealth Management (registered 2022-08-26)
Aug 26, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address