Kelly Susan Carlson

Current Employers

Employment History

• 03/2011 → 02/2024
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2011 → 02/2024
  Cambridge Investment Research Advisors Inc.
  Fairfield, IA
• 02/2024 → Present
  Lpl Financial Llc
  Deland, FL
• 02/2024 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2011-07-28 → 2024-02-09
  Cambridge Investment Research Advisors, Inc.
  Deland, FL
  St Petersburg, FL

Other Businesses

1- 10/2023 / ADVIZRS INC / DBA for LPL Business (entity for LPL business) / Investment Related 2- 02/09/2024 - GLOBAL RETIREMENT PARTNERS - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Started: 12/1/2023 - 160 Hrs/mo; 8 Hrs During Trading - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 02/20/2024 - ADVIZRS INC - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 160 Hours Per Month/ 8 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-09
• S63 Uniform Securities Agent State Law Examination
  2005-07-26

Other Names

• Kelly Susan Graham
• Kelly Susan Carlson