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1 Ginger Creek Meadows Dr, Glen Carbon, IL 62034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-07 |
| IL | RA | APPROVED | 2017-12-08 |
Branch Locations
1 Ginger Creek Meadows Dr, Glen Carbon, IL 62034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionary Wealth Advisors, Llc | Fenton | MO | 04/2014 | 10/2017 |
| Mass Mutual Life Insurance Company | Edwardsville | IL | 04/2014 | 10/2017 |
| Carsonallaria Wealth Management, Ltd. | Glen Carbon | IL | 11/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2020 | Present |
1. Insurance - Not Investment Related - At registered location - Servicing Fixed Insurance Business - Fixed/Traditional Insurance - Agent - 7/2020 - 8 hours a month - 0 trading hours a month - Sales and Servicing of Fixed Insurance. 2. MVR PROPERTIES; NOT INVESTMENT RELATED; AT REGISTERED LOCATION; NATURE OF BUSINESS IS TO INVEST IN PROPERTIES; TITLE: MEMBER; START DATE: 07/29/2024; APPROX <4 HRS/MONTH, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS; DUTIES ARE SOLELY OWNING THE BUILDING. 3. Carsonallaria Wealth Management - Investment Related - At registered location - Financial Services - Partner - 10/1/2017 - 180 Hours a month - 8 hours per day - wealth management and retirement planning 4. Earth City Plaza, LLC. Not Investment Related. At Reported Location. Commercial Real Estate. Member. 6/2020. 0 Hrs/Mo. No Duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 2014-07-15 |
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