Inactive

David Jason Olson

Focus Partners Wealth, LLC

Palm Beach Gardens, FL

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Current Employers

Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-12-14
MD	RA	APPROVED	2024-12-14

FL RA
APPROVED

Since 2024-12-14
MD RA
APPROVED

Since 2024-12-14

Branch Locations

7475 Wisconsin Ave. Suite 1100, Bethesda, MD 20814 • United States

Palm Beach Gardens, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Worch Capital Llc	Bethesda	MD	07/2013	08/2017
Macroview Investment Management	Bethesda	MD	06/2017	08/2022
Alpha Dna Investment Management	Columbia	MD	09/2017	12/2018
The Colony Group, Llc	Bethesda	MD	08/2022	Present

07/2013 → 08/2017

Worch Capital Llc

Bethesda, MD
06/2017 → 08/2022

Macroview Investment Management

Bethesda, MD
09/2017 → 12/2018

Alpha Dna Investment Management

Columbia, MD
08/2022 → Present

The Colony Group, Llc

Bethesda, MD

Previous Registrations

2017-08-29 → 2022-11-16

Macroview Investment Management Llc

Bethesda, MD

Bethesda, MD
2017-09-27 → 2020-09-11

Alpha Dna Investment Management

Columbia, MD
2013-07-17 → 2017-09-20

Worch Capital Llc

Rockville, MD
2010-03-23 → 2013-07-25

Bridgewater Wealth & Financial Management, Llc

Bethesda, MD
2006-04-11 → 2010-04-07

Bridgewater Wealth Management, Llc

Bethesda, DE
2004-03-25 → 2004-06-21

Ameriprise Financial Services, Llc

Columbia, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-03-19

S66 Uniform Combined State Law Examination

2004-03-19

View on SEC IAPD

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NOORDZEE CAPITAL LLC · BETHESDA, MD

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