JULIE JEAN CASSATT-OLSEN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 8 firms. Currently registered with DOCEO WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| DOCEO WEALTH, LLC | 2020-10-20 | present | Yes |
| LEGACY WEALTH MANAGEMENT, LLC | 2016-09-29 | 2020-12-11 | — |
| UCI WEALTH ADVISORS LLC | 2015-06-15 | 2016-09-30 | — |
| J. W. COLE ADVISORS, INC. | 2013-05-10 | 2015-05-27 | — |
| FINANCIAL ADVISERS OF AMERICA, LLC | 2013-01-25 | 2013-05-10 | — |
| AVIER WEALTH ADVISORS | 2012-04-16 | 2012-07-23 | — |
| RETIREMENT ASSET MANAGEMENT, LLC | 2007-09-24 | 2012-06-28 | — |
| PACIFIC FINANCIAL GROUP INC | 2007-07-05 | 2007-07-26 | — |