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1 Ginger Creek Meadows Dr, Glen Carbon, IL 62034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-08 |
| TX | RA | APPROVED | 2018-09-07 |
Branch Locations
1 Ginger Creek Meadows Dr, Glen Carbon, IL 62034 • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2013 | Present |
| Carsonallaria Wealth Management, Ltd | Glen Carbon | IL | 08/2014 | Present |
1. 11/16/1994 - NON-VARIABLE INSURANCE - SCOTT CARSON-SOLE PROPRIETORSHIP - SOLE, INSURANCE SALES - GLEN CARBON, IL. 20 HOURS/MO. COMPREHENSIVE WEALTH MANAGEMENT 2. 08/01/2014 - REGISTERED INVESTMENT ADVISOR - CarsonAllaria Wealth Management, LTD. INVESTMENT RELATED. 2246 South State Route 157, Suite 225, Glen Carbon, IL 62034; 160 HRS/MO. - PROVIDE FINANCIAL PLANNING ON AN HOURLY BASIS. 3. PKSF/Ash Brokerage-Investment related-80 State St, Albany, NY 12207-Insurance-Agent-3/2016-20 hrs/mth-100% during trading hrs-Solicits and procures life/LTC policies for clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-02 |
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