# ROBERT PATRICK OLSON

ROBERT PATRICK OLSON is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with M HOLDINGS SECURITIES, INC., M FINANCIAL ASSET MANAGEMENT, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [M FINANCIAL ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/136694) | 2024-03-20 | present | Yes |
| [M HOLDINGS SECURITIES, INC.](https://search.stillhousedata.com/firm/43285) | 2023-09-12 | present | Yes |
| [MORNINGSTAR INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/112525) | 2021-02-09 | 2023-09-13 | — |
| [NUVEEN ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/155584) | 2011-09-01 | 2019-04-26 | — |
| [NUVEEN FUND ADVISORS, LLC](https://search.stillhousedata.com/firm/104626) | 2010-04-26 | 2011-09-01 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2008-06-09 | 2009-08-27 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2005-05-10 | 2007-08-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2756842)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2756842.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
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