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321 Reed Street Suite #2, Akron, IA 51001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-29 |
| IL | RA | APPROVED | 2019-08-06 |
Branch Locations
4925 Stone Falls Center Suite A, O'FAllon, IL 62269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionary Wealth Advisors | Edwardsville | IL | 04/2016 | 08/2019 |
| Massmutual | Edwardsville | IL | 04/2016 | 12/2016 |
| The Roth Companies | O'FAllon | IL | 08/2019 | Present |
| Sourcenow Llc | Plano | TX | 05/2017 | Present |
| Sourcenow Llc | Plano | TX | 01/2018 | Present |
| Rda Financial Network | O'FAllon | IL | 08/2019 | Present |
| The Roth Companies, Inc | O'FAllon | IL | 08/2019 | Present |
1.) SOURCENOW LLC - MINORITY PARTNER - IT BROKER/CONSULTING- PLANO, TX - SINCE 05/2017 - NOT INVESTMENT RELATED 2.) SOURCENOW LLC - INVESTOR - CYBER SECURITY - PLANO, TX - SINCE 01/2018 - NOT INVESTMENT RELATED 3.) RDA FINANCIAL NETWORK - INVESTMENT ADVISOR - REGISTERED INVESTMENT ADVISOR - O'FALLON, IL - SINCE 08/2019 - INVESTMENT RELATED 4.) THE ROTH COMPANIES, INC - INSURANCE AGENT - NON-VARIABLE INSURANCE - O'FALLON, IL - SINCE 08/2019 - INVESTMENT RELATED 5.) THE ROTH COMPANIES, INC - WEALTH MANAGEMENT ADVISOR/INVESTMENT ADVISOR REPRESENTATIVE - DBA NAME FOR MARKETING PURPOSES ONLY - O'FALLON, IL - SINCE 08/2019 - INVESTMENT RELATED 6.) STONE FALLS STORAGE LLC - PARTNER - SELF STORAGE FACILITY - O'FALLON, IL - SINCE 05/2025 - NOT INVESTMENT RELATED 7.) HARBOR WOODS LLC - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - O'FALLON, IL - SINCE 02/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-16 |
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