Carl Patrick Carlos is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2025-02-03 | present | Yes |
| XO WEALTH MANAGEMENT | 2025-01-16 | 2025-02-14 | — |
| XO WEALTH MANAGEMENT | 2018-09-25 | 2024-12-31 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2009-03-13 | 2018-08-02 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003-03-27 | 2009-03-16 | — |