Carolyn Wittmann-Todd is an investment adviser representative (IAR) with state registration records since 2014, appearing at 8 firms. Currently registered with FULCRUM CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FULCRUM CAPITAL, LLC | 2025-10-24 | present | Yes |
| THE CAPROCK GROUP, LLC | 2025-05-19 | 2025-10-24 | — |
| COLDSTREAM WEALTH MANAGEMENT | 2019-05-24 | 2019-09-09 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2018-09-14 | 2019-05-02 | — |
| ROBERT W. BAIRD & CO. INCORPORATED | 2018-05-17 | 2018-08-30 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2016-09-06 | 2018-04-24 | — |
| DEUTSCHE BANK SECURITIES INC. | 2016-06-20 | 2016-09-06 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-09-11 | 2016-05-26 | — |
| DEUTSCHE BANK SECURITIES INC. | 2014-08-08 | 2015-09-02 | — |
| JANNEY MONTGOMERY SCOTT LLC | 2014-05-08 | 2014-07-23 | — |
| JANNEY MONTGOMERY SCOTT LLC | 2014-03-14 | 2014-04-15 | — |