Carl Edwards

Current Employers

Employment History

• 03/2013 → Present
  C.E. Insurances, Llc Dba C.E. Wealth Group, Llc
  Franklin, NC
• 03/2013 → 12/2019
  C.E. Wealth Group, Llc
  Franklin, NC
• 01/2014 → 07/2018
  Calton & Associates, Inc.
  Charlotte, NC
• 07/2018 → 03/2023
  Lincoln Financial Securities
  Otto, NC
• 03/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-07-02 → 2023-03-02
  Osaic Fs, Inc.
  Charlotte, NC
  Charlotte, NC
  Franklin, NC
  Hayesville, NC
• 2015-08-24 → 2018-07-09
  Calton & Associates, Inc.
  Hot Springs, AR
  Charlotte, NC
  Tampa, FL
  Tampa, FL
  Cornelius, NC
• 2015-04-17 → 2015-08-24
  Onpointe Advisory And Financial Services, Llc
  Charlotte, NC
  Petaluma, CA
• 2013-03-20 → 2015-04-16
  High Street Asset Management, Llc
  Charlotte, NC
  Hot Springs, AR
• 2012-03-27 → 2013-03-14
  Bts Asset Management, Inc.
  Charlotte, NC
• 2010-10-12 → 2013-03-13
  Family Legacy Wealth Management, Llc
  Charlotte, NC
• 2008-07-15 → 2010-09-29
  Usa Financial Securities Llc
  Charlotte, NC
  Charlotte, NC
  Ada, MI
  Charlotte, NC

Other Businesses

1) C.E. INSURANCES LLC DBA C.E. WEALTH GROUP LLC, 93 CHURCH ST, STE 211, FRANKLIN, NC, 03/2013, OWNER, DBA, INV REL, 40 HR/MO, 30 HR/MO TRADING. 2) C.E. PROPERTY MANAGEMENT LLC, 111 VALLEY CROFT RD, OTTO, NC, 10/2020, OWNER, REAL ESTATE, NIR, 10 HR/MO, 5 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 03/2023, ADVISOR REP OF AN IRA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 4) UNDER THE FIG TREE FOUNDATION, INC., 131 Franklin Plaza, Suite 222, Franklin NC 28734, United States, 12/09/2024, Secretary, NIR, 3 HR/MO, 2 HR/MO TRADING. 5) C.E. INSURANCES, LLC DBA C.E. WEALTH GROUP, LLC, 93 Church Street, Ste 211, Franklin, NC 28734, United States, START DATE 03/2013, Owner, Notary, NIR, 40 HR/MO - 30 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-07-07
• S66 Uniform Combined State Law Examination
  2008-07-14

Designations

Other Names

• Carl Edwards