Maxwell Lee Carlos is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with LAUREL WEALTH PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LAUREL WEALTH PLANNING LLC | 2023-02-28 | present | Yes |
| FFP WEALTH MANAGEMENT, LLC | 2022-02-04 | 2023-02-07 | — |