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Inactive

Marissa Kay Waldron

Carlson Financial

Azle, TX

Topeka, KS

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Current Employers
Carlson Financial

1201 Sw Oakley Avenue, Topeka, KS 66604 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-30
VA RA APPROVED 2025-03-04
  • TX RA
    APPROVED
    Since 2026-06-30
  • VA RA
    APPROVED
    Since 2025-03-04

Branch Locations

Azle, TX • United States

1201 Sw Oakley Avenue, Topeka, KS 66604 • 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
Fisher Investments Camas WA 02/2013 09/2017
Carlson Financial (Dba Of Carlson & Company Financial Services) Glen Allen VA 12/2017 Present
Global Financial Private Capital, Llc Sarasota FL 01/2018 11/2018
Unemployed Lynden WA 09/2017 12/2017
  • 02/2013 → 09/2017
    Fisher Investments
    Camas, WA
  • 12/2017 → Present
    Carlson Financial (Dba Of Carlson & Company Financial Services)
    Glen Allen, VA
  • 01/2018 → 11/2018
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 09/2017 → 12/2017
    Unemployed
    Lynden, WA
Previous Registrations
  • 2018-12-04 → 2021-12-31
    Carlson Financial
    Beaufort, SC
    Colorado Springs, CO
    Virginia Beach, VA
    Topeka, KS
  • 2018-01-26 → 2019-04-26
    Global Financial Private Capital, Inc.
    Virginia Beach, VA
    Topeka, KS
    Glen Allen, VA
    Sarasota, FL
  • 2014-05-14 → 2017-10-23
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-14
  • S65 Uniform Investment Adviser Law Examination
    2014-05-14
Designations
Other Names
  • Marissa Kay Van Diest

View on SEC IAPD

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James Stoneman Hamilton
Roger Leon Williams
Shelby Marie Jennings
MICHAEL EUGENE MCADA
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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Azle, TX
J.P. MORGAN SECURITIES LLC · Azle, TX
EDWARD JONES · AZLE, TX
EDWARD JONES · AZLE, TX
EDWARD JONES · AZLE, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · FORT WORTH, TX
EDWARD JONES · FORT WORTH, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Worth, TX

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