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1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-07-01 |
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 |
|---|---|---|---|---|
| Scottrade | St Louis | MO | 04/2014 | 02/2018 |
| Td Ameritrade, Inc. | St Louis | MO | 02/2018 | 12/2023 |
| Charles Schwab And Co., Inc. | St Louis | MO | 12/2022 | 06/2025 |
| Visionary Wealth Advisors, Llc | St. Louis | MO | 07/2025 | Present |
1) Rental Property - Single Dwelling|Investment Related: No|814 Greensferry Rd, Jackson, MO, 63755, United States|Real Estate (Non-Agent/Broker)|Owner/Landlord|3/4/2023|Less than 20 hour/month - 0 during trading hours|We are purchasing a rental house on 1/27 for which we charge monthly rent. Rental began on 3/4/2023. 2) Chestnut Meadows |Investment Related:No|Home Owner's Association|Vice President|2024-10-29|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Assist with neighborhood duties and maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-20 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-14 |
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