Mary Kathryn Gerace Carleton

Current Employers

Employment History

• 01/1988 → Present
  Mary K. Carleton Cpa
  Baton Rouge, LA
• 01/1998 → Present
  M.E.P.S. Enterprises, L.L.C.
  Baton Rouge, LA
• 02/2009 → Present
  Mary K. Carleton Rental
  Baton Rouge, LA
• 01/2013 → Present
  E.A. Horwitz Llc
  Deerfield, IL
• 03/2015 → Present
  Western International Securities, Inc.
  Pasadena, CA

Previous Registrations

• 2010-10-06 → 2013-03-28
  Insight Securities, Inc.
  Baton Rouge, LA
  Baton Rouge, LA
  San Francisco, CA
• 2006-06-02 → 2007-04-03
  Ic Advisory Services, Inc.
  Bridgewater, NJ
• 2003-06-25 → 2006-06-02
  The Investment Center, Inc.
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1) Carleton & Company CPAs, A Professional Accounting Corporation; 7648 Picardy Ave., Ste. 100, Baton Rouge, LA 70808; Provide Financial& Estate Planning, Tax Planning, Strategic Business Planning, Tax Preparation; Principal Shareholder 2) MEPS, LLC; Owner of commercial building where Carleton & Company CPAs is located 3) Individual 50% ownership of residential rental property in Prairieville area 4) Individual 33.33% ownership of residential rental property development in Ascension Parish 5) Capital Area Reentry Coalition (CAPARC); Non-Profit; Board Member 6) E.A. Horwitz LLC; Investment-Related; Registered Investment Advisor (RIA); Investment Adviser Representative 7) Sleep Rite PSG, LLC; Non Investment-Related; 1650 Lobdell Ave., Baton Rouge, LA 70806; Polysomnography Sleep Testing Laboratory; Managing Member 8) Dormibene LLC; Non Investment-Related; 8251 Summa Ave., Baton Rouge, LA 70809; Real Estate Rental; 50% Member 9) Public Radio, Inc.; Non Investment-Related; 3050 Valley Creek Dr., Baton Rouge, LA 70808; Chairman of the Board of Directors 10) Estate of Arthur I. Levy Jr.; Non Investment-Related; Executor of Estate

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-10-04

Designations

Other Names

• Mary K. Carleton
• Mary Gerace Carleton
• Mary Carleton
• Mary Kay Carleton
• Mary G. Carleton
• Mary Kay Gerace Carleton
• Mary Kathryn G. Carleton
• Mary G. Carleton