Paul Henry Carlson

Current Employers

Employment History

• 08/2011 → 12/2016
  Morgan Stanley Smith Barney
  Bethesda, MD
• 01/2015 → 12/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 12/2016 → Present
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD

Previous Registrations

• 2011-08-26 → 2016-12-06
  Morgan Stanley
  Bethesda, MD
• 2004-07-16 → 2011-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockville, MD
  North Bethesda, MD
• 2002-08-20 → 2004-08-05
  Ameriprise Financial Services, Llc
  Rockville, MD

Other Businesses

7. PCBC PROPERTIES LLC, INV RELATED, ROCKVILLE, MD, 100% OWNERSHIP, START 12/21/2016, 1 HOUR PER MONTH, ZERO DURING TRADING, RENTAL PROPERTY MANAGEMENT.| 8. PCBC CP HOUSING LLC, INV RELATED, ROCKVILLE, MD, 100% OWNERSHIP WITH SPOUSE, START 12/21/2016, 1 HOUR PER MONTH, ZERO DURING TRADING, RENTAL PROPERTY MANAGEMENT.| 13. SEVENTY2 CAPITAL WEALTH MANAGEMENT LLC, INV RELATED, BETHESDA, MD, 50% OWNERSHIP, START 11/1/2016, 10 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE| 14. CARLSON72 INC., INV RELATED, BETHESDA, MD, 100% OWNERSHIP, START 12/1/2016, 2 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE.| 15. LOAN, INV RELATED, NEW YORK, NY, START 2/25/2019, 0 HRS/MONTH, 0 HRS DURING TRADING.;| 16. LOAN, INV RELATED, NEW YORK, NY, START 5/24/2019, 0 HRS/MONTH, 0 HRS DURING TRADING.;| 17. LOAN, INV RELATED, NEW YORK, NY, START 5/26/2021, 0 HRS/MONTH, 0 HRS DURING TRADING.;| 18. TRUSTEE FOR CARLSON72 INC 401K, BETHESDA, MD, START 7/1/2021, 0 HRS/MONTH, 0 HRS DURING TRADING.;| 19. TRUSTEE FOR CARLSON72 INC DBP, BETHESDA, MD, START 7/1/2021, 0 HRS/MONTH, 0 HRS DURING TRADING.| 23. 72 GROWTH PARTNERS LLC, INV RELATED, WILMINGTON, DE, 27.5% OWNERSHIP, START 3/10/2025, 5 HOURS PER MONTH, 5 HOURS DURING TRADING, FINET PRACTICE.| 25. SEVENTY2 CAPITAL WEALTH MANAGEMENT, 401K; INV RELATED; BETHESDA, MD; TRUSTEE; 08/2025; 1 HOUR PER MONTH; 0 DURING TRADING; PRACTICE 401K TRUSTEE TRUSTEE FOR 401K; INV RELATED; BETHESDA,MD; 401K PLAN; TRUSTEE; START DATE: 01/30/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; 26. SEVENTY2 CAPITAL LEGACY PARTNERS, LLC; INV RELATED; BETHESDA, MD; WEALTH MANAGEMENT/FINET PRACTICE;43% OWNERSHIP; START DATE: 02/06/2026; 80 HRS PER MONTH; 80 HRS DURING TRADING; 27. SEVENTY2 HOLDINGS, LLC - 75% OWNED BY SEVENTY2 CAPITAL LEGACY PARTNERS; INV RELATED; BETHESDA, MD; OPPORTUNITY FOR MERCHANT WEALTH PARTNERS TO HAVE OWNERSHIP IN SEVENTY2 CAPITAL WEALTH MANAGEMENT;75% OWNERSHIP; START DATE: 02/06/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING; 28. 7200 TAX PARTNERS - 100% OWNED BY SEVENTY2 HOLDINGS LLC; INV RELATED; BETHESDA, MD; TO CREATE A TAX PREP COMPANY THAT WILL ASSIST IN SERVICING CLIENTS/PROSPECTS. THIS WAS PREVIOUSLY APPROVED BUT WE ARE CHANGING OWNERSHIP STRUCTURE. ;100% OWNERSHIP; START DATE: 02/06/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2002-08-16
• S63 Uniform Securities Agent State Law Examination
  1994-06-06

Other Names

• Paul Henry Carlson