Carolyn Elizabeth Wilson

Current Employers

Employment History

• 01/2013 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 04/2018 → 08/2025
  Patelco Credit Union
  Pleasanton, CA
• 05/2025 → 08/2025
  Lpl Financial Llc
  Citrus Heights, CA
• 08/2025 → 03/2026
  Retired
  Sacramento, CA
• 03/2026 → Present
  Patelco Credit Union
  Citrus Heights, CA
• 03/2026 → Present
  Lpl Financial Llc
  Citrus Heights, CA

Previous Registrations

• 2025-05-15 → 2025-08-12
  Lpl Financial Llc
  Citrus Heights, CA
  San Diego, CA
• 2013-02-04 → 2025-05-15
  Cuso Financial Services, L.P.
  Sacramento, CA
  San Diego, CA
  Atwater, CA
  San Ramon, CA
  San Bruno, CA
  Dublin, CA
  Citrus Heights, CA
  Citrus Heights, CA
• 2010-11-23 → 2013-02-01
  Sorrento Pacific Financial, Llc
  Sacramento, CA
  San Francisco, CA
  San Rafael, CA
  Kingsburg, CA
  Sebastopol, CA
  Los Pacheco, CA
  Santa Rosa, CA
  Gualala, CA
  Healdsburg, CA
  Huron, CA
  Sanger, CA
  Emeryville, CA
  Martinez, CA
  Pleasanton, CA
  Walnut Creek, CA
  Clearlake, CA
  American Canyon, CA
  Fresno, CA
  Selma, CA
  Santa Rosa, CA
  Fresno, CA
  Concord, CA
  Sausolito, CA
  Kerman, CA
  Dos Palos, CA
  Modesto, CA
  Taft, CA
  Clovis, CA
  Fresno, CA
  Lafayette, CA
  Livermore, CA
  Martinez, CA
  Upper Lake, CA
  San Rafael, CA
  Mill Valley, CA
  Fresno, CA
  Fresno, CA
  Hanford, CA
  Kelseyville, CA
  Mill Valley, CA
  Madera, CA
  Firebaugh, CA
  Guerneville, CA
  North Sebastopol, CA
  Santa Rosa, CA
  Fresno, CA
  Benicia, CA
  Vallejo, CA
  Lakeport, CA
  Middletown, CA
  Ukiah, CA
  Bakersfield, CA
  Napa, CA
  St Helena, CA
  Fairfield, CA
  Vacaville, CA
  Napa, CA
  Napa, CA
  Calistoga, CA
  Yountville, CA
  Suisun, CA
  Auburn, CA
  Sacramento, CA
  Penn Valley, CA
  Sacramento, CA
  Grass Valley, CA
  Roseville, CA
  Larkspur, CA
  Rancho Cordova, CA
  San Rafeal, CA
  Petaluma, CA
  Petaluma, CA
  Turlock, CA
  Novato, CA
  San Rafael, CA
  Ceres, CA
  Shafter, CA
  Tulare, CA
  Atwater, CA
  Modesto, CA
  Sonora, CA
  Sonoma, CA
  Hilmar, CA
  Livingston, CA
  Redwood, CA
  San Anselmo, CA
  Visalia, CA
  Fairfield, CA
  Riverbank, CA
  Rohnert Park, CA
  Glen Ellen, CA
  Sonoma, CA
  Bakerfield, CA
  Lake Isabella, CA
  Mariposa, CA
  Merced, CA
  Turlock, CA
  Modesto, CA
  Fresno, CA
  Merced, CA
  San Diego, CA
  Sacramento, CA
  Vasailia, CA
• 2009-05-02 → 2009-11-09
  Chase Investment Services Corp.
  Marysville, CA
  Yuba City, CA
  Sacramento, CA
  Yuba City, CA
  Pittsburgh, CA
  Antelope, CA
  Lincoln, CA
  Auburn, CA
  Chico, CA
  Rocklin, CA
  Carmichael, CA
  Sacramento, CA
  Martinez, CA
  Chico, CA
  Sacramento, CA
  Citrus Heights, CA
  Oroville, CA
  Paradise, CA
  Redding, CA
  Davis, CA
  Woodland, CA
  Sacramento, CA
  Sacramento, CA
  Placerville, CA
  Folsom, CA
  Sacramento, CA
  Gold River, CA
  Sacramento, CA
  Suisun City, CA
  Folsom, CA
  Sacramento, CA
  Vallejo, CA
  Yreka, CA
• 2007-02-13 → 2009-05-02
  Wamu Investments, Inc.
  Sacramento, CA
  Commerce City, CO
  Castle Rock, CO
• 2005-12-07 → 2007-02-15
  Secu Brokerage Services
  North Highlands, CA
  Raleigh, NC
  Thousand Oaks, CA
  Simi Valley, CA
  North Highlands, CA
• 2003-03-10 → 2005-11-16
  Citicorp Investment Services
  West Sacramento, CA
  Atwater, CA
  Citrus Heights, CA

Other Businesses

1. 03/2026 - None - Real Estate Rental - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Sacramento, CA, 95841 - OBA Start Date: 01/01/2010 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Patelco Financial Solutions - Inv Related- At Reported Business Location (s) - Start Date : 03/2026

Exams

• S66 Uniform Combined State Law Examination
  2002-12-20
• S63 Uniform Securities Agent State Law Examination
  1988-12-07

Other Names

• Carolyn Elizabeth Stephan
• Carolyn Elizabeth Moon
• Carolyn Elizabeth Moon