Eric A Michalski

Current Employers

Employment History

• 03/2011 → 03/2020
  Woodbury Financial/Jon Baker Fin'l Group
  Atlanta, GA
• 03/2020 → 01/2023
  Carson Wealth/Jon Baker Fin'l Group
  Atlanta, GA
• 01/2023 → 04/2024
  Carson Wealth/Cornerstone
  Atlanta, GA
• 04/2024 → 06/2025
  Carson Wealth
  Atlanta, GA
• 06/2025 → Present
  Farther
  Atlanta, GA

Previous Registrations

• 2020-03-09 → 2025-06-25
  Cwm, Llc
  Atlanta, GA
  Omaha, NE
• 2018-05-14 → 2020-12-31
  Jon Baker Financial Group
  Atlanta, GA
• 2011-03-29 → 2020-03-04
  Woodbury Financial Services, Inc.
  Atlanta, GA
• 2007-09-18 → 2009-08-14
  Td Ameritrade, Inc.
  Alpharetta, GA
• 2007-09-18 → 2009-08-14
  Td Ameritrade Investment Management, Llc
  Roswell, GA

Other Businesses

Name of other business: Carson Group Holdings; Is business Investment related: Yes; Address of other business: 14600 Branch Street, Omaha , NE 68154; Nature of other business: Financial services; Your position: Partner, Wealth Advisor; Start date of relationship: 4/15/2024; Approx. # of hours /month devote to other business: 0; Number of hours devoted to other business during securities trading hours: 0. Name of other business: Michalski, LLC; Is business Investment related: No; Address of other business: Atlanta, GA; Nature of other business: Holding title for partnership shares in Carson Group Holdings; Your position: Owner; Start date of relationship: 4/11/2024; Approx. # of hours /month devote to other business: 0; Number of hours devoted to other business during securities trading hours: 0. Description of duties: Deposit dividend checks to LLC account.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-10
• S65 Uniform Investment Adviser Law Examination
  2000-05-08
• S63 Uniform Securities Agent State Law Examination
  2000-04-25

Designations

Other Names

• Eric Anthony Michalski