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Current Employers
Visionary Wealth Advisors, Llc

1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2014-08-26
  • IL RA
    APPROVED
    Since 2014-08-26

Branch Locations

1254 University Drive Suite 300, Edwardsville, IL 62025 • United States

1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 03/2013 Present
Visionary Wealth Advisors, Llc Edwardsville IL 08/2014 Present
Previous Registrations
Other Businesses

1. 08/01/2014 - NON-VARIABLE INSURANCE - VISIONARY WEALTH ADVISORS, LLC,1254 UNIVERSITY DRIVE, EDWARDSVILLE, IL 62025; 160 HRS/MONTH, LICENSED TO SELL INSURANCE PRODUCTS ABOVE. 2. 08/01/2014 - VISIONARY WEALTH ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR - 1254 UNIVERSITY DRIVE, EDWARDSVILLE, IL 62025; 8/2014, 160 HRS/ MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-17
S63 Uniform Securities Agent State Law Examination 1998-07-22
  • S66 Uniform Combined State Law Examination
    2005-01-17
  • S63 Uniform Securities Agent State Law Examination
    1998-07-22

View on SEC IAPD

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