Steven Mitchell Laska

Current Employers

Trillium Wealth Llc

230 S New York Ave Suite 200, Winter Park, FL 32789 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-17
PA	RA	APPROVED	2026-03-30
TX	RA	APPROVED_RES	2026-03-30
IL	RA	APPROVED	2026-03-27
NY	RA	APPROVED	2026-03-27
NC	RA	APPROVED	2026-03-27

FL RA
APPROVED

Since 2026-04-17
PA RA
APPROVED

Since 2026-03-30
TX RA
APPROVED_RES

Since 2026-03-30
IL RA
APPROVED

Since 2026-03-27
NY RA
APPROVED

Since 2026-03-27
NC RA
APPROVED

Since 2026-03-27

Branch Locations

230 S New York Ave Suite 200, Winter Park, FL 32789 • 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

Organization	City	State	From	To
Visionquest Wealth Management, Llc	Raleigh	NC	01/2014	05/2017
Dgs Capital Management	Raleigh	NC	04/2018	12/2019
Hodges Capital Management Inc	Dallas	TX	11/2019	02/2020
Cipperman Compliance Services Llc	Wayne	PA	05/2017	12/2017
Cor Leonis Consulting	Orlando	FL	01/2018	Present
Carson Group Holdings, Llc	Omaha	NE	06/2019	12/2023
Cwm, Llc	Omaha	NE	06/2021	Present
Carson Wealth	Winter Park	FL	01/2024	07/2024
Trillium Wealth	Winter Park	FL	07/2024	Present

01/2014 → 05/2017

Visionquest Wealth Management, Llc

Raleigh, NC
04/2018 → 12/2019

Dgs Capital Management

Raleigh, NC
11/2019 → 02/2020

Hodges Capital Management Inc

Dallas, TX
05/2017 → 12/2017

Cipperman Compliance Services Llc

Wayne, PA
01/2018 → Present

Cor Leonis Consulting

Orlando, FL
06/2019 → 12/2023

Carson Group Holdings, Llc

Omaha, NE
06/2021 → Present

Cwm, Llc

Omaha, NE
01/2024 → 07/2024

Carson Wealth

Winter Park, FL
07/2024 → Present

Trillium Wealth

Winter Park, FL

Previous Registrations

2021-06-07 → 2026-05-01

Cwm, Llc

Raleigh, NC

Omaha, NE

Orlando, FL

Clifton Park, NY

Winter Park, FL

Monroe, LA

Yorkville, IL
2019-11-26 → 2020-02-10

Hodges Capital Management Inc

Dallas, TX

Orlando, FL
2018-04-26 → 2019-12-31

Dgs Capital Management

Raleight, NC
2015-07-13 → 2017-05-16

Visionquest Wealth Management, Llc

Raleigh, NC

Other Businesses

1) Cor Leonis Consulting. Not Investment-related. Consulting. Owner. Start Date: 01/01/2018. 160 hours/month. 144 hours during securities trading hours. Consulting. 2) Trillium Tax. Not investment-related. 1321 Magnolia Ave, Winter Park, FL, 32789. Tax Prep. Owner. Owner. Start Date: 9/11/2024. 8 hours/month. 0 hours during securities trading hours. Owner. 3) Trillium Insurance. Not investment-related. 1321 Magnolia Ave, Winter Park, FL, 32789. Insurance Agency. Owner. Owner. Start Date: 1/23/2026. 8 hours/month. 0 hours during securities trading hours. Owner. 4) Trillium Business Advisory Services. Not investment-related. 1321 Magnolia Ave, Winter Park, FL 32789. Business Consulting. Owner. Owner. Start Date: 1/1/2026. 8 hours/month. 0 hours during securities trading hours. Owner. 5) WagTime Doggy Daycare and Boarding. Not investment-related. 60 Beaver Rd, Wethersfield, CT 06109. Dog Day care and boarding. Owner. Owner. Start Date: 2/1/2024. 4 hours/month. 0 hours during securities trading hours. Owner.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-07-13
S63	Uniform Securities Agent State Law Examination	2008-07-18

S65 Uniform Investment Adviser Law Examination

2015-07-13
S63 Uniform Securities Agent State Law Examination

2008-07-18

View on SEC IAPD