Carol Maria Lawson

Current Employers

Employment History

• 06/2016 → 01/2025
  Lincoln Financial Advisors
  Denver, CO
• 01/2025 → Present
  Osaic Wealth, Inc.
  Denver, CO

Previous Registrations

• 2016-06-30 → 2025-01-24
  Osaic Fa, Inc.
  Denver, CO
• 2011-10-04 → 2016-06-02
  Raymond James Financial Services Advisors, Inc
  Castle Rock, CO

Other Businesses

1) LEAFY LAWSON, LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2025 ADDRESS: 10743 Kimball st, Parker CO 80134, United States DESCRIPTION: Sell and grow indoor plants online and eventually at Farmers Markets. All administrative duties of the LLC. 2) TRUE NORTH WEALTH MANAGEMENT, LLC POSITION: Practice Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2024 ADDRESS: 7979 E Tufts Ave #1575, Denver CO 80237, United States DESCRIPTION: Practice manager for advisor DBA. Practice Manager. Handle all new business, service, accounting. 3) AGRIBUSINESS SUCCESSION ADVISORS POSITION: Assistant NATURE: LLC, taxed as a partnership. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/25/2025 ADDRESS: 7979 E Tufts Ave #1575, Denver CO 80237, United States DESCRIPTION: Assistant to advisor Michael Cohen and Jeffrey DeWald. Scheduling appointments, emails, Follow ups, paperwork.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-01

Other Names

• Carol Maria Bosch
• Carol Maria Welch