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.
Advisor moves
Departures from Olson Investment Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Daniel Joshua Goldman | Olson Investment Advisors, LLC independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Mar 17, 2025 | Mar 20, 2025 |
| Ashley Kahler | Olson Investment Advisors, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Jun 27, 2019 | Jun 24, 2019 |
| Collette Susan Mitchell | Olson Investment Advisors, LLC other | Advice And Planning Services BD affiliated | Other | Apr 13, 2016 | May 19, 2022 (2227 d) |
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3 moves match.