Olivia Thomason has been an investment adviser representative at Atlas Wealth since July 2024, and is not listed among the firm’s executive officers or direct owners. Olivia Thomason holds an Undergraduate degree in accounting from Southern Methodist University.
Atlas Wealth LLC is a Cincinnati, OH firm with $873M under management, 2,903 clients and 4 advisers in one office, as of its April 2026 filing.
Olivia Thomason is Financial Advisor of Gearhart & Associates. She joined the firm in May of 2024 and comes from an accounting background. Earlier she worked as an assurance associate at EY in Dallas, in business development for a Texas-based advisory firm, and at Deloitte, where she focused on business development and market research.
- Gearhart & AssociatesCurrent– present · 2 yearsCincinnati, OH · Adviser representative · Firm CRD 321832
Investment adviser representative registrations
Olivia Thomason is registered as an investment adviser representative in Ohio, since July 2024.
- OhioSince 16 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Olivia Claire Thomason
- CRD
- 7951746
- Firm
- Atlas Wealth · CRD 321832
- Office
- 8044 MONTGOMERY ROAD, SUITE 450, Cincinnati, OH 45236
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gearhart-assoc.com
Where does Olivia Thomason work?
Olivia Thomason is an investment adviser representative registered through Atlas Wealth LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Olivia Thomason a financial advisor?
Yes. Olivia Thomason has a current investment-adviser registration in Ohio, through Atlas Wealth since July 2024.
How many years of experience does Olivia Thomason have?
Olivia Thomason has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Olivia Thomason passed?
Olivia Thomason passed the Series 65 in June 2024.
Where is Olivia Thomason based?
Olivia Thomason’s registered office is in Cincinnati, OH.
Is Olivia Thomason registered with FINRA?
No. Olivia Thomason has no current broker registration.
How can I verify Olivia Thomason’s record?
Search CRD 7951746 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Olivia Thomason’s full registration record.
Kenton GearhartPresident and CIO- Andy ArmstrongChief Compliance Officer
Alexandra RicePartner