# JAMES EDWARD CARLSON

JAMES EDWARD CARLSON is an investment adviser representative (IAR) with state registration records since 2011, appearing at 7 firms. Currently registered with CARLSON PLANNING COMPANY, LLC, GANNETT WEALTH ADVISORS.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GANNETT WEALTH ADVISORS](https://search.stillhousedata.com/firm/328213) | 2025-11-17 | present | Yes |
| [CARLSON PLANNING COMPANY, LLC](https://search.stillhousedata.com/firm/300667) | 2019-12-05 | present | Yes |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2017-03-25 | 2019-09-10 | — |
| [MARINER MANAGED ACCOUNT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/151664) | 2016-02-12 | 2018-02-01 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2015-03-20 | 2017-03-25 | — |
| [MARINER MANAGED ACCOUNT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/151664) | 2012-12-10 | 2013-04-08 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2012-11-05 | 2013-04-01 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2011-07-06 | 2012-07-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5918427)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5918427.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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