Tanya Olvera has been Chief Compliance Officer of 210 Wealth Management since October 2023, is not listed as a control person, but directly owns under 5% of the firm.
210 Wealth Management, Inc. is a Morton, IL firm with $243M under management, 1,001 clients and 5 advisers across 3 offices, as of its August 2026 filing.
Tanya Olvera’s longest registration was 5 years at Invest Capital Partners (2017–2023).
- Invest Capital Partners– · 5 yearsSpringboro, OH · Adviser representative · Firm CRD 287987
- Raymond James Financial Services Advisors, Inc– · 1 yearSt. Petersburg, FL · Adviser representative · Firm CRD 149018
- Raymond James & Associates, Inc.– · under a yearSt. Petersburg, FL · Adviser representative · Firm CRD 705
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 9 February 2016 |
| Series 66 | Uniform Combined State Law Examination | 29 July 2015 |
| Series 7 | General Securities Representative Examination | 5 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tanya Michelle Olvera
- CRD
- 6108434
- Firm
- 210 Wealth Management · CRD 328570
- Role
- Chief Compliance Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Tanya Olvera work?
Tanya Olvera has been Chief Compliance Officer of 210 Wealth Management, Inc. since October 2023.
Does Tanya Olvera have a current investment-adviser registration?
Tanya Olvera has no current investment-adviser or broker registration.
What exams has Tanya Olvera passed?
Tanya Olvera has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in January 2015. FINRA credited Tanya Olvera with the SIE, which began in October 2018.
Where was Tanya Olvera previously registered as an investment adviser?
Tanya Olvera has past investment-adviser registrations through Invest Capital Partners, September 2017 to February 2023; Raymond James Financial Services Advisors, Inc, March 2016 to September 2017; Raymond James & Associates, Inc., July 2015 to January 2016, across 3 firms.
Is Tanya Olvera registered with FINRA?
No. Tanya Olvera has no current broker registration.
How can I verify Tanya Olvera’s record?
Search CRD 6108434 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tanya Olvera’s full registration record.
