Todd David Carlson

Current Employers

Employment History

• 09/2009 → Present
  Lpl Financial
  Muskegon, IN

Other Businesses

1. 5/25/2010: REAL ESTATE RENTAL - 1 RESIDENTIAL SINGLE FAMILY HOME, RENTER IS NOT A CUSTOMER OF MINE. - TIME SPENT 2%. 2. 4/20/2012: DBA ONLY - EFW FINANCIAL, LLC. 3. 02/07/2017: Focus Financial Retirement Specialists - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/06/2017 - 40 Hours Per Month/40 Hours During Securities Trading. 4. 9/21/2017 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 09/08/2017 - 1 Hour Per Month During Securities Trading. 5. 05/06/2019 - EFW Financial LLC - Investment related - At reported business location(S) - Business Entity For Tax/Investment Purposes Only - start date:10/31/2016 - 1 hr/mo - 0 hrs during trading. 6. 7/26/2021 - Mona Shores Public Schools - Not Investment Related - 1121 Seminole Rd Norton Shores, MI 49441 - Other-PA Announcer - Start Date: 5/28/2021 - 16 Hours Per Month/0 Hours During Securities Trading - PA Announcer for various sports at Mona Shores Public Schools. 7. 02/24/2026 - Carlson Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Norton Shores, MI - Start Date 10/31/2016 - 1 hour per mont

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-20
• S63 Uniform Securities Agent State Law Examination
  1996-09-17