Inactive

Spencer Mason Carlson

Palomar Advisors Inc.

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Current Employers

Palomar Advisors Inc.

Temecula, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-28

CA RA
APPROVED

Since 2025-10-28

Branch Locations

Temecula, CA • United States

Temecula, CA • 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

Organization	City	State	From	To
Basys, Inc.	Baltimore	MD	11/2011	12/2016
Basys, Inc.	Baltimore	MD	01/2017	11/2022
Bridgeway Benefit Technologies	Maple Shade	NJ	11/2022	02/2025
Not Employed	Temecula	CA	03/2025	Present

11/2011 → 12/2016

Basys, Inc.

Baltimore, MD
01/2017 → 11/2022

Basys, Inc.

Baltimore, MD
11/2022 → 02/2025

Bridgeway Benefit Technologies

Maple Shade, NJ
03/2025 → Present

Not Employed

Temecula, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-18

S65 Uniform Investment Adviser Law Examination

2025-10-18

View on SEC IAPD

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