Inactive

Olivia Kristine Van Amsterdam

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Current Employers

Svb Wealth

53 State Street 28Th Floor, Boston, MA 02109 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-10-07
MA	RA	APPROVED	2022-09-22

NC RA
APPROVED

Since 2025-10-07
MA RA
APPROVED

Since 2022-09-22

Branch Locations

8540 Colonnade Center Drive, Raleigh, NC 27615 • 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
Svb Wealth Llc	Boston	MA	09/2022	Present
Babson College	Wellesley	MA	08/2016	05/2020
Kronos Incorporated	Lowell	MA	06/2017	08/2017
Kronos Incorporated	Lowell	MA	06/2018	08/2018
Kronos Incorporated	Lowell	MA	06/2019	01/2020
Ukg	Lowell	MA	08/2020	05/2021
Northeastern University	Boston	MA	08/2020	08/2022
Ukg	Lowell	MA	06/2021	12/2021
An Unlikely Story	Plainville	MA	02/2016	03/2017

09/2022 → Present

Svb Wealth Llc

Boston, MA
08/2016 → 05/2020

Babson College

Wellesley, MA
06/2017 → 08/2017

Kronos Incorporated

Lowell, MA
06/2018 → 08/2018

Kronos Incorporated

Lowell, MA
06/2019 → 01/2020

Kronos Incorporated

Lowell, MA
08/2020 → 05/2021

Ukg

Lowell, MA
08/2020 → 08/2022

Northeastern University

Boston, MA
06/2021 → 12/2021

Ukg

Lowell, MA
02/2016 → 03/2017

An Unlikely Story

Plainville, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-08-27

S65 Uniform Investment Adviser Law Examination

2022-08-27

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.

FORTRESS PRIVATE LEDGER, LLC

OLDE RALEIGH FINANCIAL GROUP

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

ADVISORY SERVICES NETWORK

WELLS FARGO CLEARING SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

JAMES MICHAEL TARKENTON

CALEB ROBERT GRIFFITH

William Dean Cotton

Earl Scott Butcher

DAVID JEFFREY HERMAN

JAY DAVID MCKINNEY

BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC

FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC

OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC

ADVISORY SERVICES NETWORK · RALEIGH, NC

FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC

WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC

EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

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