• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JAMES LOUIS CARLSON
CRD#: 6239701
IA
Investment Adviser
KINWELL LLCCRD#: 290449 1630 MEETING ST
SUITE 203
CHARLESTON, SC 29405
Registration History
2014201520162017201820192020202120222023202420252026IAKINWELL LLC (CRD# 290449)2018 - Present (7 years)IAQUESTIS (CRD# 130157)2014 - 2017 (3 years)
License(s)

State Registrations

IA
Florida 4/17/2024

IA
South Carolina 1/29/2018

IA
Georgia 3/11/2024

IA
Virginia 5/11/2018

IA
North Carolina 1/31/2022

Current Registration(s)
IA
KINWELL LLC (CRD#:290449)
1630 MEETING ST SUITE 203, CHARLESTON, SC 29405
Registered with this firm since 1/23/2018

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/02/2014 - 12/31/2017 QUESTIS (CRD#:130157) CHARLESTON, SC
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.