Carson Doles

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2026-06-22

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Truist Investment Services, Inc.	Birmingham	AL	05/2023	05/2026
Unemployed	Metairie	LA	05/2013	11/2018
Millsaps College	Jackson	MS	11/2018	05/2023
Porteous, Hainkel And Johnson	Baton Rouge	LA	05/2019	08/2019
Kinetic Staffing	Jackson	MS	08/2019	06/2021
East Mississippi Business Development Corporation	Meridian	MS	06/2021	08/2021
Ten One Strategies	Jackson	MS	08/2021	06/2022
Pinnacle Wealth	Jackson	MS	06/2022	05/2023
Ubs Financial Services Inc.	New Orleans	LA	06/2026	Present

05/2023 → 05/2026

Truist Investment Services, Inc.

Birmingham, AL
05/2013 → 11/2018

Unemployed

Metairie, LA
11/2018 → 05/2023

Millsaps College

Jackson, MS
05/2019 → 08/2019

Porteous, Hainkel And Johnson

Baton Rouge, LA
08/2019 → 06/2021

Kinetic Staffing

Jackson, MS
06/2021 → 08/2021

East Mississippi Business Development Corporation

Meridian, MS
08/2021 → 06/2022

Ten One Strategies

Jackson, MS
06/2022 → 05/2023

Pinnacle Wealth

Jackson, MS
06/2026 → Present

Ubs Financial Services Inc.

New Orleans, LA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-31

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