CARI ANN WALLING is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with PROCYON ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PROCYON ADVISORS, LLC | 2021-05-24 | present | Yes |
| PROCYON INSTITUTIONAL PARTNERS, LLC | 2021-05-24 | 2021-12-31 | — |
| PIVOTAL PLANNING GROUP, LLC | 2019-04-29 | 2021-07-27 | — |
| EQUITABLE ADVISORS, LLC | 2017-12-08 | 2019-04-03 | — |