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Kurt Edwin Carlson

Raymond James & Associates, Inc.

Cranberry Township, PA

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-25
PA RA APPROVED 2026-06-16
  • TX RA
    APPROVED
    Since 2026-06-25
  • PA RA
    APPROVED
    Since 2026-06-16

Branch Locations

800 Cranberry Woods Drive Suite 200, Cranberry Township, PA 16066 • 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
Hefren-Tillotson, Inc. Pittsburgh PA 07/1990 06/2026
Robert W. Baird & Co. Incorporated Wexford PA 10/2022 06/2026
Raymond James & Associates, Inc. Cranberry Township PA 06/2026 Present
Previous Registrations
  • 2022-10-21 → 2026-06-23
    Robert W. Baird & Co. Incorporated
    Pittsburgh - Wexford, PA
    Mars, PA
  • 1997-08-15 → 2022-10-21
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
    Wexford, PA
    Wexford, PA
    Wexford, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-12
S63 Uniform Securities Agent State Law Examination 1990-10-16
  • S65 Uniform Investment Adviser Law Examination
    1996-01-12
  • S63 Uniform Securities Agent State Law Examination
    1990-10-16
Designations

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
MARINER
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
W&S BROKERAGE SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KEY INVESTMENT SERVICES LLC
IMPACT PARTNERSHIP WEALTH, LLC
CITIZENS SECURITIES, INC.

Other Investors

BRANDON MICHAEL PRUSS
ERIN LYNN WEBER
CASSIDY JOY CARLSON
TONI LEE ONDEK
BRIAN JESSE KOBLE
KENNETH ALLEN BREADEN
Jason T Pettner
GREGORY ROBERT CASTEN

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CRANBERRY TOWNSHIP, PA
MARINER · Cranberry Township, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CRANBERRY TOWNSHIP, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CRANBERRY TOWNSHIP, PA
W&S BROKERAGE SERVICES, INC. · CRANBERRY TWP, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Cranberry Twp, PA
KEY INVESTMENT SERVICES LLC · CRANBERRY TWP, PA
IMPACT PARTNERSHIP WEALTH, LLC · Cranberry Twp, PA

More in Cranberry Township, PA

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