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Erik John Olson

Argent Wealth, LLC

Ridgeland, MS

CRD 7778455

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Employer firm

Argent Wealth, LLC CRD 311685

$487M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Argent Wealth, Llc

1020 Highland Colony Parkway Suite 603, Ridgeland, MS 39157 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2023-06-30
TX RA APPROVED 2023-06-30
  • MS RA
    APPROVED
    Since 2023-06-30
  • TX RA
    APPROVED
    Since 2023-06-30

Branch Locations

1020 Highland Colony Parkway Suite 603, Ridgeland, MS 39157 • 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
Cups Madison MS 03/2011 11/2020
Republic Finance Ridgeland MS 03/2018 07/2019
Regions Clinten MS 08/2019 01/2020
Pinnacle Wealth, Llc Ridgeland MS 11/2020 06/2023
Pinnacle Wealth, Llc Ridgeland MS 06/2023 Present
  • 03/2011 → 11/2020
    Cups
    Madison, MS
  • 03/2018 → 07/2019
    Republic Finance
    Ridgeland, MS
  • 08/2019 → 01/2020
    Regions
    Clinten, MS
  • 11/2020 → 06/2023
    Pinnacle Wealth, Llc
    Ridgeland, MS
  • 06/2023 → Present
    Pinnacle Wealth, Llc
    Ridgeland, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-30
  • S65 Uniform Investment Adviser Law Examination
    2023-05-30

View on SEC IAPD

Nearby Firms

SMITH SHELLNUT WILSON
PARK AVENUE SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC

Nearby Investors

WILLIAM CHADWICK MCKEITHEN
Kevin Patrick Fitzsimmons
BELINDA ANN FIELDS

Nearby Offices

SMITH SHELLNUT WILSON · RIDGELAND, MS
PARK AVENUE SECURITIES LLC · RIDGELAND, MS
FOCUS PARTNERS WEALTH, LLC · RIDGELAND, MS

More in Ridgeland, MS

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