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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 | Edwardsville | IL | 04/2014 | 10/2017 |
| Mass Mutual Life Insurance Company | Edwardsville | IL | 04/2014 | 01/2017 |
| Carsonallaria Wealth Managment, Ltd. | Glen Carbon | IL | 11/2017 | Present |
1. VARIOUS CARRIERS; YES, INVESTMENT RELATED; MULTIPLE ADDRESSES; INSURANCE SALES; LICENSED INSURANCE AGENT; START DATE: 2014; LESS THAN 10 HOURS/MONTH WHICH ARE TYPICALLY DURING SECURITIES TRADING HOURS; INSURANCE SALES. 2. CARPENTER CREEK LLC; NOT INVESTMENT RELATED; [ADDRESS]; REAL ESTATE INVESTMENT ENTITY; [POSITION/TITLE]; START DATE: 2019; 50% OWNERSHIP STAKE. SPENDS LESS THAN 4 HOURS/MONTH, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS; RECEIVES RENTAL INCOME. 3. MVR PROPERTIES; NOT INVESTMENT RELATED; 2246 S STATE ROUTE 157 GLEN CARBON IL 62034; 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-30 |
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