Farrel Lynn Carlson

Current Employers

Employment History

• 05/2011 → 06/2024
  Securities America, Inc
  Bismarck, ND
• 05/2011 → 06/2024
  Securities America Advisors
  Bismarck, ND
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bismarck, ND
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bismarck, ND

Previous Registrations

• 2011-05-18 → 2024-06-14
  Securities America Advisors, Inc.
  Bismarck, ND
  Bismarck, ND
• 2000-03-22 → 2011-05-17
  Equitable Advisors, Llc
  Bismarck, ND
  Bismarck, ND

Other Businesses

1. FARREL- GAIL CARLSON FARMS POSITION: advisory NATURE: Farm rental - for income INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1975 ADDRESS: Steele County, Finley ND 58230 DESCRIPTION: None- owner 2. FARREL CARLSON POSITION: representative NATURE: LTC term insurance- whole life and permanent Life INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/12/2012 ADDRESS: 419 Riverwood drive , ste 102, Bismarck ND 58501 DESCRIPTION: Current and Future clients may want and ask for life insurance and long term care insurance 3. CARLSON FARMS POSITION: owner NATURE: 2) FARREL-GAIL CARLSON FARMS - OWNER - FARM RENTAL - FOR INCOME - INVESTMENT RELATED: NO - NUMBER OF HOURS: 2 - START DATE: 1/1975 - ADDRESS: STEELE COUNTY, FINLEY ND 58230 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1975 ADDRESS: 1837 n 26th street, Bismarck ND 58501, United States DESCRIPTION: conduct farms property rental for myself and spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-28
• S63 Uniform Securities Agent State Law Examination
  1996-11-15