Best Investors Account Sign in
Inactive

Jordan Peter Mistretta

Carlson Financial

Glen Allen, VA

Topeka, KS

Claim This Profile
Current Employers
Carlson Financial

1201 Sw Oakley Avenue, Topeka, KS 66604 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-11-05
  • VA RA
    APPROVED
    Since 2024-11-05

Branch Locations

5207 Hickory Park Drive Suite E, Glen Allen, VA 23059 • United States

1201 Sw Oakley Avenue, Topeka, KS 66604 • 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
Carlson Financial Glen Allen VA 09/2024 Present
Vertigo Burgers & Fries Tallahassee FL 09/2022 03/2024
Virginia Credit Union Richmond VA 05/2023 08/2023
Publix Super Market Midlothian VA 05/2022 08/2022
Qdoba Mexican Eats Midlothian VA 03/2020 12/2021
Florida State University Tallahassee FL 08/2020 06/2024
Manchester High School Midlothian VA 08/2016 05/2020
  • 09/2024 → Present
    Carlson Financial
    Glen Allen, VA
  • 09/2022 → 03/2024
    Vertigo Burgers & Fries
    Tallahassee, FL
  • 05/2023 → 08/2023
    Virginia Credit Union
    Richmond, VA
  • 05/2022 → 08/2022
    Publix Super Market
    Midlothian, VA
  • 03/2020 → 12/2021
    Qdoba Mexican Eats
    Midlothian, VA
  • 08/2020 → 06/2024
    Florida State University
    Tallahassee, FL
  • 08/2016 → 05/2020
    Manchester High School
    Midlothian, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-05
  • S65 Uniform Investment Adviser Law Examination
    2024-11-05

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STRATHMORE CAPITAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
HUB INVESTMENT PARTNERS, LLC
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VIRGINIA ESTATE AND RETIREMENT PLANNING ADVISORS, INC.

Other Investors

JOHN SICAT
JENNIFER HELTON LUZZATTO
ALISHIA AREZOU DUBOIS
MICHAEL ROBERT ANLIKER
KRISTIN ANLIKER
SUSANNAH AMELIA ORZOLEK
ANNA L CARLSON
MICHAEL WILLIAM LAWSTON

Other Offices

LPL FINANCIAL LLC · GLEN ALLEN, VA
STRATHMORE CAPITAL ADVISORS · Glen Allen, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA
MML INVESTORS SERVICES, LLC · Glen Allen, VA

More in Glen Allen, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor