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St. Louis Park, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-11 |
| MN | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED_RES | 2021-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carson Capital Llc | St Louis Park | MN | 07/2021 | Present |
| Unitedhealthgroup | Eden Prairie | MN | 09/2015 | 06/2022 |
| True Edge Llc | Minneapolis | MN | 01/2016 | Present |
1. Carson Tax Advisors LLC; Sole Owner; Not investment-related; approximately 10 hours per week, increasing during tax filing season (January–April); 2. True Edge LLC; Owner & Property Manager; Investment-related (real estate); approximately 1 hours per month; Franklin, TN
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-15 |
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