# JULIE JEAN CASSATT-OLSEN

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DOCEO WEALTH, LLC](https://search.stillhousedata.com/firm/310415) | 2020-10-20 | present | Yes |
| [LEGACY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/174767) | 2016-09-29 | 2020-12-11 | — |
| [UCI WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/154884) | 2015-06-15 | 2016-09-30 | — |
| [J. W. COLE ADVISORS, INC.](https://search.stillhousedata.com/firm/112294) | 2013-05-10 | 2015-05-27 | — |
| [FINANCIAL ADVISERS OF AMERICA, LLC](https://search.stillhousedata.com/firm/142170) | 2013-01-25 | 2013-05-10 | — |
| [AVIER WEALTH ADVISORS](https://search.stillhousedata.com/firm/161077) | 2012-04-16 | 2012-07-23 | — |
| [RETIREMENT ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/140866) | 2007-09-24 | 2012-06-28 | — |
| [PACIFIC FINANCIAL GROUP INC](https://search.stillhousedata.com/firm/105203) | 2007-07-05 | 2007-07-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4011677)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4011677.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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