JONATHAN KIRK CARROLL is an investment adviser representative (IAR) with state registration records since 2017, appearing at 6 firms. Currently registered with SIMPLE FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SIMPLE FINANCIAL, LLC | 2023-03-27 | present | Yes |
| GRADIENT ADVISORS, LLC | 2020-08-14 | 2022-12-31 | — |
| CAPITAL ANALYSTS, LLC | 2019-07-19 | 2020-08-12 | — |
| LINCOLN INVESTMENT PLANNING, LLC | 2019-07-19 | 2020-08-12 | — |
| LEGACY WEALTH MANAGEMENT, LLC | 2017-06-02 | 2019-06-17 | — |
| AVELLINO FINANCIAL ADVISORS, INC. | 2017-01-30 | 2017-05-09 | — |