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Robert Michael Olsen

Farther

San Mateo, CA

San Francisco, CA

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Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-10
TX RA APPROVED_RES 2026-06-09
  • CA RA
    APPROVED
    Since 2026-06-10
  • TX RA
    APPROVED_RES
    Since 2026-06-09

Branch Locations

San Mateo, CA • United States

345 California Street Suite 600, San Francisco, CA 94104 • 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
OrganizationCityStateFromTo
Farther San Mateo CA 06/2026 Present
Advisors Capital Management Ridgewood NJ 04/2022 05/2026
Pettinelli Financial Partners Redwood City CA 10/2006 04/2022
  • 06/2026 → Present
    Farther
    San Mateo, CA
  • 04/2022 → 05/2026
    Advisors Capital Management
    Ridgewood, NJ
  • 10/2006 → 04/2022
    Pettinelli Financial Partners
    Redwood City, CA
Previous Registrations
  • 2022-04-04 → 2026-06-08
    Advisors Capital Management, Llc
    San Mateo, CA
    Ridgewood, NJ
  • 2018-11-02 → 2022-04-06
    Osaic Wealth, Inc.
    Redwood City, CA
    Boston, MA
  • 2013-04-04 → 2018-11-02
    Signator Investors, Inc.
    San Mateo, CA
    Redwood City, CA
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-21
S63 Uniform Securities Agent State Law Examination 2007-03-02
  • S65 Uniform Investment Adviser Law Examination
    2012-08-21
  • S63 Uniform Securities Agent State Law Examination
    2007-03-02

View on SEC IAPD

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