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Alan Lloyd Carlson

United Advisors America

St. Paul, MN

Prosper, TX

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Current Employers
United Advisors America

290 S Preston Road Suite 220, Prosper, TX 75078 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-02-24
MN RA APPROVED 2019-07-03
  • WI RA
    APPROVED
    Since 2026-02-24
  • MN RA
    APPROVED
    Since 2019-07-03

Branch Locations

St. Paul, MN • United States

290 S Preston Road Suite 220, Prosper, TX 75078 • 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
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. Saint Paul MN 01/2012 05/2019
Alliance America Corporation University Park FL 07/2019 Present
United Advisors America Corporation Prosper TX 07/2019 Present
Unemployed St. Paul MN 05/2019 06/2019
  • 01/2012 → 05/2019
    U.S. Bancorp Investments, Inc.
    Saint Paul, MN
  • 07/2019 → Present
    Alliance America Corporation
    University Park, FL
  • 07/2019 → Present
    United Advisors America Corporation
    Prosper, TX
  • 05/2019 → 06/2019
    Unemployed
    St. Paul, MN
Previous Registrations
Other Businesses

Insurance agent for Alliance America offering annuities, life insurance and senior health products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-03
S63 Uniform Securities Agent State Law Examination 1996-07-22
  • S65 Uniform Investment Adviser Law Examination
    2013-07-03
  • S63 Uniform Securities Agent State Law Examination
    1996-07-22
Other Names
  • Alan Lloyd Carlson

View on SEC IAPD

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