William Rob Carlson

Current Employers

Employment History

• 04/2013 → 08/2017
  The Naples Music Club Inc
  Naples, FL
• 08/2017 → Present
  Transamerica Financial Advisors, Inc
  Fort Myers, FL
• 06/2015 → Present
  Wfgia
  Fort Myers, FL
• 02/2013 → Present
  Benefit Scientific Inc
  Naples, FL
• 10/2013 → 08/2017
  Luna Classic Records Inc
  Naples, FL
• 11/2020 → Present
  Net Law Group Inc
  Louisville, KY
• 02/2021 → Present
  Advocate Financial Llc
  Fort Wayne, IN
• 04/2021 → Present
  Legacyshield Solutions Inc
  Jacksonville, FL
• 01/2024 → Present
  The Miliare Group
  Corona, CA
• 11/2024 → Present
  The Financial Literacy Project
  Naples, FL

Other Businesses

"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." NET LAW GROUP INC / INVESTMENT RELATED: NO / 12910 SHELBYVILLE ROAD SUITE 124, LOUISVILLE KY 40243 / HOURS PER MONTH: 1 / HOURS DURING SECURITIES TRADING HOURS: 0 / I ANTICIPATE OFFERING ACCESS TO THE NETWLAW ESTATE PLANNING PLATFORM TO CLIENTS OF WFG OR TFA WHO DO NOT HAVE CURRENT ESTATE PLANNING DOCUMENTS IN PLACE / APPROVED WITH RESTRICTIONS BENEFIT SCIENTIFIC INC/Investment Related - No/1320 Charleston Square Drive #202, Naples FL 34110 /Benefit Scientific Inc was a firm that provided wellness programs to other companies as an employee benefit. It is no longer operating, and the entity is being maintained solely for tax purposes./President/02.2013/1/0/Maintain federal tax filings and state annual report. ADVOCATE FINANCIAL LLC / INVESTMENT RELATED: YES / 9604 COLDWATER ROAD SUITE 205, FORT WAYNE IN 46825 / AGENT, INSURANCE SALES: MEET WITH PROSPECTS PROVIDED BY OBA, OFFER THEM MEDICARE SUPPLEMENT AND/OR MEDICARE ADVANTAGE PLANS, AFTER BECOMING APPOINTED BY PROVIDERS. LATER, MAY OFFER CLIENTS OTHER PRODUCTS FROM WFG AND TFA / HOURS PER MONTH: 2 /HOURS DURING SECURITIES TRADING HOURS: 0 / APPROVED WITH RESTRICITONS LEGACYSHIELD SOLUTIONS INC /emp dates: 0421 TO PRESENT/ INVESTMENT RELATED: YES/address: 100 EXECUTIVE WAY SUITE 105 JACKSONVILLE, FL 32082/ position: AGENT/ nature of business: ESTATE PLANNING SERVICES/hrs work monthly: 1/Sec trading hrs: 0/ duties: OFFERING UPGRADABLE ESTATE PLANNING SERVICES, ONLINE DATA STORAGE, ACCOUNT AGGREGATION AND SIMPLE WHOLE LIFE PRODUCT QUOTES TO CLIENTS. THE MILIARE GROUP POSITION: null NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2024 ADDRESS: 2280 Wardlow Circle #205, Corona CA 92880, United States DESCRIPTION: WFG Co-Brand THE FINANCIAL LITERACY PROJECT POSITION: Self/DBA/Proprietor NATURE: Promote Financial Literacy INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2024 ADDRESS: 1320 Charleston Square Dr #202, Naples FL 34110, United States DESCRIPTION: I plan to reach out to local communities to promote Financial Literacy using the DBA name "The Financial Literacy Project". I hope to foster an understanding of recent legislation promoting or requiring financial literacy curricula for high schools students - such as the Hukill Financial Literacy Act (2022).

Exams

• S66 Uniform Combined State Law Examination
  2017-12-12