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BRYAN LARRY OLSON
BRYAN L OLSON
CRD#: 2804409
IA
Investment Adviser
B
Broker
SCHWAB WEALTH ADVISORY, INC.CRD#: 159035 One International Place
Boston, MA 02110
CHARLES SCHWAB & CO., INC.CRD#: 5393 One International Place
Boston, MA 02110-2600
Registration History
20002002200420062008201020122014201620182020202220242026IASCHWAB WEALTH ADVISORY, INC. (CRD# 159035)2021 - Present (3 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2017 - Present (7 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)1999 - 2011 (11 years)IACHARLES SCHWAB INVESTMENT ADVI... (CRD# 151739)2018 - 2021 (3 years)IAWINDHAVEN INVESTMENT MANAGEMEN... (CRD# 155138)2011 - 2018 (6 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2005 - 2011 (5 years)
License(s)

State Registrations

IA
Massachusetts 5/25/2021

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Current Registration(s)
IA
SCHWAB WEALTH ADVISORY, INC. (CRD#:159035)
One International Place, Boston, MA 02110
Registered with this firm since 5/25/2021

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
One International Place, Boston, MA 02110-2600
Registered with this firm since 4/28/2017

Previous Registration(s)
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IA
03/07/2018 - 05/29/2021 CHARLES SCHWAB INVESTMENT ADVISORY, INC (CRD#:151739) Boston, MA
IA
04/04/2011 - 03/30/2018 WINDHAVEN INVESTMENT MANAGEMENT, INC. (CRD#:155138) BOSTON, MA
IA
06/14/2005 - 02/23/2011 CHARLES SCHWAB & CO., INC. (CRD#:5393) BOSTON, MA
B
03/25/1999 - 02/23/2011 CHARLES SCHWAB & CO., INC. (CRD#:5393) ENGLEWOOD, CO
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.