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Current Employers
Carsonallaria Wealth Management, Ltd.

1 Ginger Creek Meadows Dr, Glen Carbon, IL 62034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-09-07
IL RA APPROVED 2017-12-08
  • TX RA
    APPROVED
    Since 2018-09-07
  • IL RA
    APPROVED
    Since 2017-12-08

Branch Locations

1 Ginger Creek Meadows Dr, Glen Carbon, IL 62034 • 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
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-10-13
S65 Uniform Investment Adviser Law Examination 2014-07-15
  • S63 Uniform Securities Agent State Law Examination
    2020-10-13
  • S65 Uniform Investment Adviser Law Examination
    2014-07-15
Designations
Other Names
  • Mark V Allaria

View on SEC IAPD

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