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1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-10 |
| MO | RA | APPROVED | 2019-01-02 |
| TX | RA | APPROVED | 2019-01-02 |
Branch Locations
620 W. Jackson Blvd., Jackson, MO 63755 • United States
1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Street Partners | Richmond | VA | 01/2015 | 12/2018 |
| Cary Street Partners Investment Advisory | Richmond | VA | 01/2015 | 12/2018 |
| Visionary Wealth Advisors | St. Louis | MS | 01/2019 | Present |
| Ifs Securities Inc. | Atlanta | GA | 01/2019 | 12/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2020 | Present |
1. Southeast MO Medical Center, INC. - Not Investment Related - 2480 Main St. Ste E, Jackson, MO 63755 - 501(C)(3) organization - President of the board of directors - 1991 - < 1 hours a month - < 1 Trading hours a month - Chair Annual and Special meetings. 2. R.O. Mills Management - Not Investment Related - 620 W Jackson Blvd, Jackson, MO 63755 - LLC Management Company for my advisory practice - Owner - 2010 - 5 hours a month. - 1-2 trading hours a month - This is the LLC that employs the people who work for me in my advisory practice as well as provides many of my corporate benefits and which my compensation passes through. 3. R.O. Mills Real Estate, LLC - Not Investment Related - 620 W Jackson Blvd, Jackson MO 63755 - Personal Real Estate Holdings (Including the Office) - Owner - June 2012 - Less than 2 hours a month - Less than 1 trading hour a month - Oversee properties and collect rents. 4. PKS Financial - Investment Related - 80 State St, Albany NY 12207 - Fixed and Traditional Insurance - Agent - 1/30/2020 - 5 hours a month - 1 trading hour a month - sales of fixed and traditional insurance products. 5. Visionary Wealth Advisors - Investment related - 1405 Green Mount road ste 500 O'Fallon IL 62269 - RIA - Wealth Management Advisor - 1/2019 - 160+ hours a month - almost every hour of securities trading hours - None.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-17 |
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