KAITLYN MCINNIS CARLSON is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with THEORY PLANNING PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THEORY PLANNING PARTNERS, LLC | 2020-05-06 | present | Yes |
| CIVITAS FINANCIAL | 2019-09-06 | 2020-05-12 | — |
| MINOT WEALTH MANAGEMENT LLC | 2019-04-22 | 2019-07-31 | — |
| UBS FINANCIAL SERVICES INC. | 2015-08-31 | 2019-05-01 | — |
| PUTNAM INVESTMENT MANAGEMENT, LLC | 2014-06-16 | 2015-08-04 | — |