RP
Robert Patrick Olson
CRD 2756842
Firms
| Firm | Role | As of |
|---|---|---|
| M Holdings Securities, Inc. | Registered representative | 07/20/2026 |
| M Financial Asset Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
M Financial Asset Management, Inc.
President · Less than 5% · Nov 2024
-
M Financial Investment Advisers Inc
President · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗