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Mansfield, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-01-07 |
| MA | RA | APPROVED | 2019-12-05 |
Branch Locations
Middleton, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED_RES | 2025-11-17 |
Branch Locations
Middleton, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc | New York | NY | 03/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 08/2019 |
| Mml Investors Services, Llc | No. Attleborough | MA | 03/2017 | 08/2019 |
| Msi Financial Inc | No Attleboro | MA | 03/2015 | 03/2017 |
| Scu Financial, Llc | Sharon | MA | 06/2015 | 07/2021 |
| Scu Insurance, Llc | Sharon | MA | 03/2019 | 01/2021 |
| Carlson Planning Company, Llc | Mansfield | MA | 07/2021 | Present |
| Gannet Wealth Advisors | Eagle | ID | 10/2025 | Present |
(1) 2021-Present: Carlson Planning Company, LLC/Investment Related/Mansfield, Investment Advisor Representative/ Involves ten percent or less time each month during traditional business hours.//(2) 2019-Present: Entropy Mining/Not Investment Related/Mansfield, MA/consulting, sales, and deployment of data center infrastructure designed for energy demand response. /Involves 10% time each month, including during traditional business hours.//(3) 2019-Present: Financial Presenter/Investment Related/Mansfield, Investment educationInvolves 10% time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-30 |
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