Inactive

Kyle Ian Fellers

Carlson Investments

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Current Employers

Carlson Investments

Two Capital Plaza Suite 404, Concord, NH 03301 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2017-01-30
NH	RA	APPROVED	2016-03-21

MA RA
APPROVED

Since 2017-01-30
NH RA
APPROVED

Since 2016-03-21

Branch Locations

Two Capital Plaza Suite 404, Concord, NH 03301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Dl Carlson Investment Group, Inc.	Concord	NH	02/2016	Present

02/2016 → Present

Dl Carlson Investment Group, Inc.

Concord, NH

Previous Registrations

2008-06-16 → 2016-02-05

Strategic Advisers Llc

Merrimack, NH

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-05-22
S63	Uniform Securities Agent State Law Examination	2001-11-27

S66 Uniform Combined State Law Examination

2008-05-22
S63 Uniform Securities Agent State Law Examination

2001-11-27

View on SEC IAPD

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Other Investors

ADAM JOSEPH RUEDIG

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PAUL BASIL MAKRIS

PATRICK J. HENNING

TIFFANY ROSE SNOW

KATHERINE ROSE KIPPEN

Evan Basil Makris

Other Offices

UBS FINANCIAL SERVICES INC. · CONCORD, NH

FOCUS PARTNERS WEALTH, LLC · Concord, NH

EDWARD JONES · CONCORD, NH

MARINER · Concord, NH

MARINER · Concord, NH

BROOKSTONE CAPITAL MANAGEMENT LLC · Concord, NH

RBC CAPITAL MARKETS, LLC · CONCORD, NH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Concord, NH

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