Carlos Amilcar Farelo

Current Employers

Employment History

• 07/2012 → 06/2020
  Royal Alliance
  West Orange, NJ
• 06/2020 → 07/2025
  Ameriprise Financial Services, Llc
  West Orange, NJ
• 07/2025 → Present
  Osaic Institutions, Inc.
  Meriden, CT

Previous Registrations

• 2020-06-17 → 2025-08-11
  Ameriprise Financial Services, Llc
  Jupiter, FL
  West Orange, NJ
  Palm Beach Gardens, FL
• 2012-07-20 → 2020-06-19
  Osaic Wealth, Inc.
  West Orange, NJ
• 2009-06-02 → 2011-11-07
  Voya Financial Advisors, Inc.
  Jersey City, NJ
  Jersey City, NJ
  Albany, NY
  Jersey City, NJ
• 2007-10-02 → 2008-07-25
  B. Riley Wealth Advisors, Inc.
  New York, NY
• 2006-01-17 → 2007-08-14
  Gunnallen Financial, Inc
  Westbury, NY
  New York, NY
  New York, NY

Other Businesses

Independent Insurance Brokering; Symetra Life Insurance; 08/27/2919; Disability Income / Molina; 10/13/2022; / Cigna; 10/13/2022; / United American; 10/13/2022; / Ambetter; 10/13/2022; / BCBS of Texas; 10/13/2022; / Horizon Blue Cross Blue Shield; 01/01/2017; / Hanleigh Insurance through Crump Life Insurance; 01/01/2016; / United Health Care; 09/27/2022; / Humana; 09/27/2022; / Aetna; 09/27/2022; / Bright Health; 09/27/2022; / Amerihealth; 10/13/2022; / Oscar; 10/13/2022; . Board of Directors; The Academy of Finance at William T Dwyer High School; Treasurer; 13601 N Military Trl, , Palm Beach Gardens, FL, 33418; Not Investment-Related; 06/27/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-13
• S63 Uniform Securities Agent State Law Examination
  2004-08-06

Designations

Other Names

• Carlos A Farelo