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Olivia Foppiano

Edward Jones

Healdsburg, CA

Healdsburg, CA

CRD 7246978

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-23
CA RA APPROVED 2021-06-17
  • TX RA
    APPROVED
    Since 2026-02-23
  • CA RA
    APPROVED
    Since 2021-06-17

Branch Locations

Healdsburg, CA • United States

144 Matheson Street, Healdsburg, CA 95448 • 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
Charles Schwab & Co., Inc Corte Madera CA 03/2020 04/2021
Remind San Francisco CA 01/2019 03/2020
Wild Goat Edge Foundation Santa Rosa CA 10/2016 11/2016
Sofi San Francisco CA 11/2016 06/2018
Mountjoy Sparkling Petaluma CA 08/2017 10/2017
Unemployed Windsor CA 05/2016 09/2016
Unemployed Windsor CA 07/2018 12/2019
Edward Jones St Louis MO 05/2021 Present
  • 03/2020 → 04/2021
    Charles Schwab & Co., Inc
    Corte Madera, CA
  • 01/2019 → 03/2020
    Remind
    San Francisco, CA
  • 10/2016 → 11/2016
    Wild Goat Edge Foundation
    Santa Rosa, CA
  • 11/2016 → 06/2018
    Sofi
    San Francisco, CA
  • 08/2017 → 10/2017
    Mountjoy Sparkling
    Petaluma, CA
  • 05/2016 → 09/2016
    Unemployed
    Windsor, CA
  • 07/2018 → 12/2019
    Unemployed
    Windsor, CA
  • 05/2021 → Present
    Edward Jones
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-16
S63 Uniform Securities Agent State Law Examination 2020-08-17
  • S66 Uniform Combined State Law Examination
    2021-06-16
  • S63 Uniform Securities Agent State Law Examination
    2020-08-17
Other Names
  • Olivia Maria Tselekidis-Foppiano
  • Olivia Foppiano
  • Olivia Maria Foppiano

View on SEC IAPD

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