Carson Wick
Professional summary
Carson Wick, who also goes by Carson Brad Wick, is a registered financial advisor currently at LEMNIS CAPITAL located in Richardson, Texas.
Carson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Carson has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carson Wick's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 11, 2026 - Present
LEMNIS CAPITAL
Office #1: 2400 Lakeside Blvd Suite 200, Richardson, TX 75082March 11, 2026 - May 28, 2026
INNOVATION PARTNERS LLC
December 10, 2025 - March 9, 2026
EQUITABLE ADVISORS, LLC
November 19, 2025 - March 9, 2026
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/11/2026)
Exams
Series 7TO
Date: 11/19/2025
General Securities Representative ExaminationCurrent Firm
LEMNIS CAPITAL
CRD#: 340137 / SEC#: 801-135496
Contact information
SEC notice filing (1 States and Territories)
Documents
Red Flags
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