Maxwell E Carlson is an investment adviser representative (IAR) with state registration records since 2026, appearing at 2 firms. Currently registered with CAITLIN JOHN, LLC, A SMARTER WAY TO INVEST.
| Firm | From | To | Current |
|---|---|---|---|
| A SMARTER WAY TO INVEST | 2026-01-01 | present | Yes |
| CAITLIN JOHN, LLC | 2026-01-01 | present | Yes |