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Carlos Jacob Poblano

Eversource Wealth Advisors, LLC

Tucson, AZ

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Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-09-12
  • AZ RA
    APPROVED
    Since 2025-09-12

Branch Locations

7490 N. Lacholla Boulevard, Tucson, AZ 85741 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mai Capital Management Cleveland OH 10/2024 06/2025
Treloar & Heisel New Castle PA 07/2023 06/2025
Postino Tucson AZ 02/2023 07/2023
Farmers Insurance Tucson AZ 08/2021 02/2023
Equitable Advisors Tucson AZ 06/2022 08/2022
Northwestern Mutual Tucson AZ 06/2021 07/2021
Cheesecake Factory Tucson AZ 01/2021 06/2021
Sullivans Eatery & Creamery Tucson AZ 10/2018 01/2021
Full-Time Student Tucson AZ 10/2014 10/2018
Eversource Wealth Advisors, Llc Tucson AZ 07/2025 Present
  • 10/2024 → 06/2025
    Mai Capital Management
    Cleveland, OH
  • 07/2023 → 06/2025
    Treloar & Heisel
    New Castle, PA
  • 02/2023 → 07/2023
    Postino
    Tucson, AZ
  • 08/2021 → 02/2023
    Farmers Insurance
    Tucson, AZ
  • 06/2022 → 08/2022
    Equitable Advisors
    Tucson, AZ
  • 06/2021 → 07/2021
    Northwestern Mutual
    Tucson, AZ
  • 01/2021 → 06/2021
    Cheesecake Factory
    Tucson, AZ
  • 10/2018 → 01/2021
    Sullivans Eatery & Creamery
    Tucson, AZ
  • 10/2014 → 10/2018
    Full-Time Student
    Tucson, AZ
  • 07/2025 → Present
    Eversource Wealth Advisors, Llc
    Tucson, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-01
  • S65 Uniform Investment Adviser Law Examination
    2023-11-01

View on SEC IAPD

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IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

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