Eric Scott Wishan

Current Employers

Employment History

• 05/2005 → 02/2018
  Lpl Financial, Llc
  Portland, OR
• 02/2018 → Present
  Cwm, Llc Dba Carson Group Partners
  Omaha, NE
• 02/2018 → Present
  Cetera Wealth Services, Llc
  Portland, OR

Previous Registrations

• 2005-06-07 → 2018-02-06
  Lpl Financial Llc
  Portland, OR
  Stevenson, WA
  Portland, OR
  Stevenson, WA
  Tualatin, OR
  Stevenson, WA
  Lake Oswego, OR
  Tualatin, OR
• 2011-01-04 → 2011-01-28
  Financial Advocates Advisory Services
  Olympia, WA

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH MANAGEMENT GROUP, CARSON GROUP PARTNERS AND CARSON GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 02/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELL LIFE AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: NORTHWEST REGION OF THE FERRARI CLUB OF NORTH AMERICA; ADDRESS: LAKE OSWEGO, OR; NATURE OF BUSINESS: CLUB; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: REGIONAL DIRECTOR; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: LEAD BOARD MEETINGS, DELEGATE WORK; 4. NAME OF OTHER BUSINESS: WINLOCK WATERS LAKE 3 HOA, INVESTMENT RELATED: NO, ADDRESS: 211 WINLOCK WATERS DRIVE, WINLOCK, WA 98596 NATURE OF BUSINESS: HOA, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: PRESIDENT, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: RUN THE HOA MEETINGS, REVIEW CC & R'S, INTERFACE WITH VICE PRESIDENT, SECRETARY & TREASURER, DISCUSS ISSUES WITH HOMEOWNERS, ATTORNEYS IF NEEDED AND ANY OTHER DUTIES RELATED TO BEING THE PRESIDEN TOF A SMALL HOA

Exams

• S66 Uniform Combined State Law Examination
  2005-06-06