Eric Carl Carlson

Current Employers

Employment History

• 08/2010 → Present
  S Corp Dba Proserv Realty, Proserv Mortgage, And Carlson Tax Svc
  Riverside, CA
• 02/2014 → 12/2018
  Lpl Financial Llc
  Riverside, CA
• 02/2014 → 12/2018
  Independent Financial Partners
  Riverside, CA
• 01/2019 → 12/2021
  Triad Advisors
  Norcross, GA
• 12/2021 → 07/2023
  Nfp Retirement
  Aliso Viejo, CA
• 05/2023 → Present
  Accelerate Retirement
  Riverside, CA

Previous Registrations

• 2021-12-02 → 2023-07-31
  Wealthspire Retirement Advisory
  Aliso Viejo, CA
• 2018-12-03 → 2022-01-06
  Onedigital
  Riverside, CA
  Overland Park, KS
• 2014-03-19 → 2018-12-31
  Independent Financial Partners
  Riverside, CA

Other Businesses

1) Woodcrest Christian School;not investment related;18401 Van Buren Blvd,Riverside,CA 92508;volunteer mountain biking coach;volunteer coach;12/1/2021;20 hrs/month;0 hrs during trading;coach high school and middle school children on mountain biking techniques and conditioning 2) Presage Financial Corporation;not investment related;20833 Hartsdale Drive,Riverside,CA 92508;corporation for accounting purposes only;president;8/1/2010;0 hrs/month;0 hrs during trading;accounting purposes only 3) Carlson Tax Services;not investment related;20833 Hartsdale Drive,Riverside,CA 92508;income tax preparation;enrolled agent;11/01/2009;10 hrs/month;0 hrs during trading;prepare tax returns 4) ProServ Realty;not investment related;20833 Hartsdale Drive,Riverside,CA 92508;real estate sales;broker;7/1/2009;5 hrs/month;0 hrs during trading;list and sell real estate 5) ProServ Mortgage;not investment related;20833 Hartsdale Drive,Riverside,CA 92508;mortgage brokering;broker;7/1/2009;5 hrs/month;0 hrs during trading;mortgage brokering

Exams

• S66 Uniform Combined State Law Examination
  2014-03-17

Designations