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.
Feed of 09/14/2026
Also filed as Daric H Olson
At current firm
0 y
since Sep 10, 2026
In the industry
12 y
since Jun 1, 2014 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Pcm Encore, LLC independent RIA currentsince Sep 10, 2026 · Denver, Co
- Advisors Asset Management, Inc. mixed wealthDec 9, 2024 to Jul 8, 2026 · Melville, Ny
- Mtc Wealth Management asset managerMay 16, 2024 to Jan 28, 2025 · Denver, Co
- Nuveen Asset Management, LLC mixed wealthNov 22, 2020 to Nov 27, 2023 · Chicago, Il
- Russell Investments asset managerJul 19, 2019 to Nov 12, 2020 · Seattle, Wa
- Invesco Advisers, Inc. asset managerSep 10, 2014 to Jun 6, 2019 · Downers Grove, Il
Moves
a registration end followed by a registration begin elsewhere
- Advisors Asset Management, Inc. to Pcm Encore, LLCleft Jul 8, 2026, registered Sep 10, 2026 (64 days) · RIA to RIA
- Mtc Wealth Management to Advisors Asset Management, Inc.left Jan 28, 2025, registered Dec 9, 2024 (-50 days) · Other
- Nuveen Asset Management, LLC to Mtc Wealth Managementleft Nov 27, 2023, registered May 16, 2024 (171 days) · Other
- Russell Investments to Nuveen Asset Management, LLCleft Nov 12, 2020, registered Nov 22, 2020 (10 days) · Other
- Invesco Advisers, Inc. to Russell Investmentsleft Jun 6, 2019, registered Jul 19, 2019 (43 days) · Other
Signals
- Daric Hugh Olson left Advisors Asset Management, Inc. for Pcm Encore, Llc (registered 2026-09-10)Jul 8, 2026 · Advisor changed firm · fact
- Daric Hugh Olson left Mtc Wealth Management for Advisors Asset Management, Inc. (registered 2024-12-09)Jan 28, 2025 · Advisor changed firm · fact
- Daric Hugh Olson left Nuveen Asset Management, Llc for Mtc Wealth Management (registered 2024-05-16)Nov 27, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address