Channing Olson appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Channing Olson appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-15 | Form ADV | ROUNDANGLE ADVISORS LLC | CHIEF OPERATIONS OFFICER | RED BANK, NJ |
| 2025-11-25 | Form ADV | WEALTHSPIRE ADVISORS LLC | CHIEF OPERATIONS OFFICER | NEW YORK, NY |
| 2025-11-25 | Form ADV | WEALTHSPIRE ADVISORS | CHIEF OPERATIONS OFFICER | MELVILLE, NY |
| 2025-11-26 | Form ADV | MARIN FINANCIAL ADVISORS LLC | CHIEF OPERATIONS OFFICER | LARKSPUR, CA |
| — | Form ADV | FI3 FINANCIAL ADVISORS, LLC | CHIEF OPERATIONS OFFICER | INDIANAPOLIS, IN |