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Paul Stevens Carlson

4:8 Financial

Canby, OR

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Current Employers
4:8 Financial

266 Northwest 1St Ave, Canby, OR 97013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-18
OR RA APPROVED 2025-08-14
  • TX RA
    APPROVED
    Since 2026-03-18
  • OR RA
    APPROVED
    Since 2025-08-14

Branch Locations

266 Northwest 1St Ave, Canby, OR 97013 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Canby OR 06/2015 12/2025
Carlson Financial, Inc. Dba 4:8 Financial Canby OR 07/2025 Present
Financial Advocates Investment Management Canby OR 06/2015 10/2025
  • 06/2015 → 12/2025
    Lpl Financial Llc
    Canby, OR
  • 07/2025 → Present
    Carlson Financial, Inc. Dba 4:8 Financial
    Canby, OR
  • 06/2015 → 10/2025
    Financial Advocates Investment Management
    Canby, OR
Previous Registrations
  • 2015-07-01 → 2025-10-23
    Financial Advocates Investment Management
    Canby, OR
    Olympia, WA
    Canby, OR
Other Businesses

PSC Properties - Not Investment Related - Canby, OR - Real Estate Rental - Start Date:06/08/2018 - 5 Hour(s) Per Month/0 Hour(s) During Trading. Sprigg & Koehler - Investment Related - 266 NW 1st Ave. Suite B, Canby, OR 97013 - Real Estate Rental - Started 06/01/2020 - 2 Hours Per Month/0 Hours During Securities Trading. Licensed Insurance Agent - Investment Related -Insurance Agent - 10 Hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-25
S63 Uniform Securities Agent State Law Examination 2000-12-30
  • S65 Uniform Investment Adviser Law Examination
    2015-06-25
  • S63 Uniform Securities Agent State Law Examination
    2000-12-30

View on SEC IAPD

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