Ryan Earl Carlson

Current Employers

Employment History

• 07/2011 → 01/2018
  New York Life Insurance
  Seven Hills, OH
• 09/2011 → 01/2018
  Nylife Securities Llc
  Seven Hills, OH
• 09/2015 → Present
  Carlson Financial Group
  Seven Hills, OH
• 11/2017 → 01/2018
  Eagle Strategies Llc
  Seven Hills, OH
• 01/2018 → Present
  Lincoln Investment
  Fort Washington, PA
• 01/2018 → Present
  Capital Analysts
  North Royalton, OH

Previous Registrations

• 2017-11-22 → 2018-01-26
  Eagle Strategies Llc
  Seven Hills, OH
  Brunswick, OH

Other Businesses

CARLSON FINANCIAL GROUP POSITION: Agent NATURE: Insurance Brokering, Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2018 ADDRESS: 13374 Ridge Rd, North Royalton OH 44133, United States DESCRIPTION: Selling insurance, Life, DI, LTC. DBA for Lincoln business MEDINA COUNTY DISTRICT LIBRARY POSITION: Board of Trustees NATURE: Library 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 210 S. Broadway St., Medina OH 44256, United States DESCRIPTION: Attend Board Meetings, Occasional Committee Meetings COMMUNITY ASSESSMENT & TREATMENT SERVICES, INC POSITION: Member, Board of Directors. Member, Finance Committee NATURE: Not for profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/23/2022 ADDRESS: 8411 Broadway Ave, Cleveland OH 44105, United States DESCRIPTION: Board meetings take place every other month and i would oversee supervision of the CEO, strategic planning, health of the organization, and making sure they are on track with their mission. Update investment guidelines with Finance Committee. I will not have any check writing authority or direct control of any investments, operational expenses, etc.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-14

Other Names

• Ryan David Bolan
• Ryan E Carlson