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
Julie Jean Cassatt-Olsen
Feed of 09/14/2026
Also filed as Julie Jean Cassatt
At current firm
5 y
since Oct 20, 2020
In the industry
26 y
since Feb 21, 2000 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Doceo Wealth, LLC independent RIA currentsince Oct 20, 2020 · Meridian, Id
- Legacy Wealth Management, LLC independent RIASep 29, 2016 to Dec 11, 2020 · Meridian, Id
- Uci Wealth Advisors LLC unclassifiedJun 15, 2015 to Sep 30, 2016 · Meridian, Id
- J. W. Cole Advisors, Inc. BD affiliatedMay 10, 2013 to May 27, 2015 · Tampa, Fl
- Financial Advisers Of America, LLC formerJan 25, 2013 to May 10, 2013 · Boise, Id
- Avier Wealth Advisors independent RIAApr 16, 2012 to Jul 23, 2012 · Bellevue, Wa
- Retirement Asset Management, LLC formerSep 24, 2007 to Jun 28, 2012 · Bellevue, Wa
- The Pacific Financial Group, Inc. independent RIAJul 5, 2007 to Jul 26, 2007 · Nashville, Tn
Moves
a registration end followed by a registration begin elsewhere
- Legacy Wealth Management, LLC to Doceo Wealth, LLCleft Dec 11, 2020, registered Oct 20, 2020 (-52 days) · RIA to a newly registered adviser · moved with a team
- Uci Wealth Advisors LLC to Legacy Wealth Management, LLCleft Sep 30, 2016, registered Sep 29, 2016 (-1 days) · Other
- J. W. Cole Advisors, Inc. to Uci Wealth Advisors LLCleft May 27, 2015, registered Jun 15, 2015 (19 days) · Other
- Financial Advisers Of America, LLC to J. W. Cole Advisors, Inc.left May 10, 2013, registered May 10, 2013 (0 days) · corporate re-registration, not a move
- Avier Wealth Advisors to Financial Advisers Of America, LLCleft Jul 23, 2012, registered Jan 25, 2013 (186 days) · Other
- Retirement Asset Management, LLC to Avier Wealth Advisorsleft Jun 28, 2012, registered Apr 16, 2012 (-73 days) · Other
- The Pacific Financial Group, Inc. to Retirement Asset Management, LLCleft Jul 26, 2007, registered Sep 24, 2007 (60 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address