Carlos Antonio Solano

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-05
NV	RA	APPROVED	2023-07-31

Branch Locations

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

Organization	City	State	From	To
Edward Jones	St Louis	MO	01/2022	05/2022
Employee Retention Benefits	Pasadena	CA	02/2021	01/2022
New York Life	Pasadena	CA	11/2019	03/2021
Behavioral Autism Therapies	Ontario	CA	08/2018	11/2019
Cheri-Heights Casino	Trinidad	CA	12/2016	06/2018
Timber Ridge	Mckinletville	CA	06/2015	12/2016
Humboldt State University	Arcata	CA	08/2011	05/2018
Ameriprise Financial Services, Llc	Las Vegas	NV	08/2022	09/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Apple Valley	CA	09/2022	05/2023
Bank Of America, N.A.	Apple Valley	CA	01/2023	05/2023
Edward Jones	St Louis	MO	01/2022	Present

01/2022 → 05/2022

Edward Jones

St Louis, MO
02/2021 → 01/2022

Employee Retention Benefits

Pasadena, CA
11/2019 → 03/2021

New York Life

Pasadena, CA
08/2018 → 11/2019

Behavioral Autism Therapies

Ontario, CA
12/2016 → 06/2018

Cheri-Heights Casino

Trinidad, CA
06/2015 → 12/2016

Timber Ridge

Mckinletville, CA
08/2011 → 05/2018

Humboldt State University

Arcata, CA
08/2022 → 09/2022

Ameriprise Financial Services, Llc

Las Vegas, NV
09/2022 → 05/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Apple Valley, CA
01/2023 → 05/2023

Bank Of America, N.A.

Apple Valley, CA
01/2022 → Present

Edward Jones

St Louis, MO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-17

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