Maxwell E Carlson appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Maxwell E Carlson appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SIMPLYRIA ADVISOR NETWORK | VICE PRESIDENT | BRIGHTON, MI |
| — | Form ADV | A SMARTER WAY TO INVEST, INC. | VICE PRESIDENT & SR. PORTFOLIO MANAGER | BRIGHTON, MI |