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 Olympus Wealth Management, 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 |
|---|---|---|---|---|---|
| Matthew Thomas Bloom-Krull | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 12, 2025 |
| Valerie Anne Tanner | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 22, 2025 |
| Carol Lens | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 15, 2025 |
| Scott Aikele Bird | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 12, 2025 |
| Scott Stoddard Poelman | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 17, 2025 |
| Landon Michael Thompson | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 18, 2025 |
| Audrey Celeste Dalsass | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 12, 2025 |
| Nathan Stagg | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 12, 2025 |
| Kyle Brockbank | Olympus Wealth Management, LLC mixed wealth | Lido independent RIA | RIA to RIA | Sep 19, 2025 | Sep 15, 2025 |
| Travis Mccann Peugnet | Olympus Wealth Management, LLC mixed wealth | Crewe Advisors independent RIA | RIA to RIA | Apr 7, 2025 | Apr 16, 2025 |
| Corey T Pederson | Olympus Wealth Management, LLC mixed wealth | Crewe Advisors independent RIA | RIA to RIA | Jan 8, 2025 | Feb 6, 2025 |
| Jordan Layne Eyre | Olympus Wealth Management, LLC mixed wealth | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 24, 2024 | Jun 5, 2024 |
| Benjamin Gajardo | Olympus Wealth Management, LLC mixed wealth | Gajardo Wealth Management LLC state registered | RIA to a state-registered adviser | Feb 26, 2024 | Jun 4, 2024 (99 d) |
| Stuart Bradshaw Matheson | Olympus Wealth Management, LLC mixed wealth | Diversify Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 26, 2023 | Oct 25, 2023 |
| Timothy Irving Shumway | Olympus Wealth Management, LLC mixed wealth | Summit Global Investments, LLC mixed wealth | RIA to RIA | Mar 20, 2023 | Jan 7, 2025 (659 d) |
| Bradley Kitt Curtis | Olympus Wealth Management, LLC mixed wealth | Albion Financial Group independent RIA | RIA to RIA | Mar 13, 2023 | Mar 30, 2023 |
| Tyson Conrad Williamson | Olympus Wealth Management, LLC mixed wealth | Capita Financial Network, LLC independent RIA | RIA to RIA | Mar 18, 2022 | Nov 16, 2022 (243 d) |
| Stephen Mark Swensen | Olympus Wealth Management, LLC mixed wealth | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 18, 2022 | Aug 2, 2022 (137 d) |
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18 moves match.