Joshua Lee Carlson is an investment adviser representative (IAR) with state registration records since 2018, appearing at 2 firms. Currently registered with UBS FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2026-07-17 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-07-13 | 2026-07-30 | — |