Maxwell E Carlson
Vice PresidentCaitlin John, LLCCRD 7317393
About Maxwell E Carlson
Maxwell E Carlson is listed as Vice President at Caitlin John, LLC in Brighton, MI. Form ADV reports a beneficial ownership band of Under 5%. Maxwell E Carlson is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Caitlin John, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Maxwell E Carlson work?
Maxwell E Carlson is listed as Vice President at Caitlin John, LLC on SEC Form ADV.
How much of Caitlin John, LLC does Maxwell E Carlson own?
Form ADV reports a beneficial ownership band of Under 5%.
Caitlin John, LLC
| Title | Vice President |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
A Smarter Way to Invest, Inc.
| Title | Vice President & Sr. Portfolio Manager |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |