Olivia Koenen is an investment adviser representative (IAR) with state registration records since 2019, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2026-04-02 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-03-26 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-11-21 | 2025-03-31 | — |
| J.P. MORGAN SECURITIES LLC | 2023-02-24 | 2023-11-01 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2019-04-23 | 2020-04-17 | — |