# Steven Patrick Carlson

Steven Patrick Carlson is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with STRONG INVESTMENT MANAGEMENT, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRONG INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/289309) | 2021-02-25 | present | Yes |
| [NEXT FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/46214) | 2019-07-31 | 2024-07-03 | — |
| [VALMARK ADVISERS INC](https://search.stillhousedata.com/firm/108050) | 2014-08-15 | 2019-07-12 | — |
| [PROSPERITY CAPITAL ADVISORS](https://search.stillhousedata.com/firm/156480) | 2013-11-05 | 2014-08-29 | — |
| [VALMARK ADVISERS INC](https://search.stillhousedata.com/firm/108050) | 2013-01-09 | 2013-05-02 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2005-11-09 | 2007-07-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5024470)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5024470.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.