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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 | 2014-03-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Visionary Wealth Advisors, Llc | Fenton | MO | 03/2014 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2016 | 03/2017 |
1. Visionary Wealth Advisors, LLC. Yes. 1401 S. Brentwood Blvd. Suite 400 St. Louis, MO 63144. Wealth management services. President/owner. 3/24/2014. 240 hrs. 160 hrs. Responsible for day to day operations of the firm; serve individual financial planning to clients. 2. Visionary Insurance Group. Yes.1401 S. Brentwood Blvd. Suite 400 St. Louis, MO 63144. Life insurance, disability insurance, LTC insurance. Owner. 11/1/2015. 20 hrs. 20 hrs. Advise clients on insurance needs and make appropriate recommendations. 3. Sacred Heart Catholic Church Parish Council. No. 17 Ann Ave. Valley Park, MO 63088. Help promote unifying structure of the parish. Member of Parish Council. 7/1/2014. 2 hrs. o hrs. Monthly meetings; give input on policies and objectives of the parish.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-20 |
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