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201 Spear Street Suite 1100, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-09-19 |
| CA | RA | APPROVED | 2017-02-14 |
Branch Locations
201 Spear Street Suite 1100, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Young | Minneapolis | MN | 02/2015 | 12/2016 |
| Qst Capital Llc | San Francisco | CA | 12/2016 | Present |
| Carlson Cash | Minneapolis | MN | 01/2022 | Present |
Luke Carlson is a treasury consultant a variety of corporate management teams. His primary role is to help provide strategic vision and best practices for treasury technology rollout and internal treasury programs. Mr. Carlson does not take part in any investment-related activities in his capacity as consultant and devotes 75% of his time to this business. Note on the above: all OBA activity is done remotely from his home, he is not on site anywhere.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-13 |
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