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DO

David W. Olson

Some features on this profile are disabled
CRD#: 1700644
DO

Professional summary

David Warren Olson was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

David is a previously registered financial professional and started their career in finance in 1987. Prior to being barred, David had worked at 7 firms, which includes PLATINUM WEALTH PARTNERS, MORGAN STANLEY, MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES INC., UBS FINANCIAL SERVICES INC., PRUDENTIAL EQUITY GROUP LLC, THOMSON MCKINNON SECURITIES INC..

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 10, 2017 - March 28, 2018

PLATINUM WEALTH PARTNERS

RIA
CRD#: 145507
St Petersburg, FL
Past

August 16, 2010 - January 13, 2017

MORGAN STANLEY

RIA
CRD#: 149777
ST. PETERSBURG, FL
Past

July 30, 2010 - January 13, 2017

MORGAN STANLEY

BD
CRD#: 149777
ST. PETERSBURG, FL
Past

October 23, 2009 - August 3, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CLEARWATER, FL
Past

October 23, 2009 - August 3, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CLEARWATER, FL
Past

September 15, 2004 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
BELLEAIR BLUFFS, FL
Past

September 10, 2004 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BELLEAIR BLUFFS, FL
Past

February 2, 1999 - September 30, 2004

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ST. PETERSBURG, FL
Past

January 28, 1999 - September 30, 2004

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 25, 1989 - February 10, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 2, 1989 - August 25, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

July 22, 1987 - May 8, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/28/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/5/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 12/15/1989
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/1987
General Securities Representative Examination

Current Firm

PW
PLATINUM WEALTH PARTNERS
BERNARDO WEALTH PLANNING | PLATINUM WEALTH PARTNERS, INC. | PLATINUM WEALTH PARTNERS | CAPITAL WEALTH INVESTMENTS

CRD#: 145507 / SEC#: 801-72447

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Contact information

Main Address
100 N. Tampa Street Suite 1600, Tampa, FL 33602
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

ADV WRAP BROCHURE (8/9/2017)
PLATINUM WEALTH PARTNERS BROCHURE (8/9/2017)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PLATINUM WEALTH PARTNERS

CRD#: 145507

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