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1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
5625 Strand Boulevard Ste. 511, Naples, FL 34110 • United States
1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Naples Money Management, Llc | Naples | FL | 06/2016 | 12/2024 |
| Visionary Wealth Advisors, Llc | St. Louis | MO | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 1995-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-13 |
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