Olivian Traian Pitis

Current Employers

Csj Wealth Management, Llc

Solana Beach, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-05-08

CA RA
APPROVED

Since 2026-05-08

Branch Locations

San Diego, CA • 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
Dimensional Fund Advisors	Santa Monica	CA	05/2011	08/2019
Dowling & Yahnke, Llc	San Diego	CA	09/2019	03/2021
American Century Investment Services, Inc.	Kansas City	MO	03/2021	04/2026
Ucla Anderson- San Diego Alumni Chapter	Los Angeles	CA	06/2020	Present
Csj Wealth Management, Llc	San Diego	CA	05/2026	Present

05/2011 → 08/2019

Dimensional Fund Advisors

Santa Monica, CA
09/2019 → 03/2021

Dowling & Yahnke, Llc

San Diego, CA
03/2021 → 04/2026

American Century Investment Services, Inc.

Kansas City, MO
06/2020 → Present

Ucla Anderson- San Diego Alumni Chapter

Los Angeles, CA
05/2026 → Present

Csj Wealth Management, Llc

San Diego, CA

Previous Registrations

2019-09-16 → 2021-03-11

Dowling & Yahnke, Llc

San Diego, CA
2019-07-05 → 2019-08-14

Dimensional Fund Advisors Lp

Santa Monica, CA

Austin, TX
2008-12-11 → 2012-06-05

Halbert Hargrove

Long Beach, CA

Other Businesses

UCLA Anderson- San Diego Alumni Chapter; Not-investment related; 110 Westwood Plaza, Los Angeles, CA 90095; Alumni organization; President; President; 06/01/2020; 2 hours per month; 0 hours during securities trading hours; Organize 3-4 alumni events per year.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-12-10

S66 Uniform Combined State Law Examination

2008-12-10

Designations

Other Names

Olivian Pitis

View on SEC IAPD