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1 Ginger Creek Meadows Dr, Glen Carbon, IL 62034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-02 |
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 |
|---|---|---|---|---|
| Carsonallaria Wealth Management, Ltd. | Glen Carbon | IL | 05/2024 | Present |
| Cardinal Investment Advisors | Clayton | MO | 04/2019 | 05/2024 |
| The Boeing Company | St. Louis | MO | 07/2016 | 04/2019 |
a. the name of the other business: Licensed life and health insurance agent b. whether the business is investment-related: No c. the address of the other business: 2246 S. State Route 157, Suite 225, Glen Carbon, IL 62034 d. the nature of the other business: Life and Health Insurance e. your position: f. title, or relationship with the other business: g. the start date of your relationship: 07/02/2024 h. the approximate number of hours/month you devote to the other business: N/A i. the number of hours you devote to the other business during securities trading hours: N/A j. and briefly describe your duties relating to the other business: Life and Health Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-26 |
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