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1 Ginger Creek Meadows Dr, Glen Carbon, IL 62034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-04-08 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Clayton | MO | 07/2016 | 06/2018 |
| Cbs Corporation | St Louis | MO | 10/2013 | 07/2017 |
| Edward Jones | St Louis | MO | 06/2018 | 01/2019 |
| Carsonallaria Wealth Management, Ltd | Glen Carbon | IL | 03/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2020 | Present |
1) CARSON ALLARIA WEALTH MANAGEMENT. INVESTMENT RELATED BUSINESS. AT REGISTERED LOCATION. NATURE OF BUSINESS IS INVESTING/FINANCIAL PLANNING. TITLE IS DIRECTOR OF OPERATIONS AND WEALTH ADVISOR. STARTED 3/25/2019. 160 HRS/MO DEVOTED - 160 DURING TRADING. DUTIES ARE COMPLIANCE & DATA ENTRY FOR FINANCIAL PLANNING CLIENTS. 2) PKS FINANCIAL. INVESTMENT RELATED. LOCATED AT 80 STATE ST, ALBANY, NY 12207. FIXED/TRADITIONAL INSURANCE. TITLE IS AGENT. STARTED 03/2020. 2 HRS/MO DEVOTED - 2 HRS DURING TRADING. DUTIES ARE SALE OF FIXED/TRADITIONAL INSURANCE PRODUCTS. 3)FINRA. INVESTMENT RELATED. LOCATED AT 1735 K ST., WASHINGTON D.C. 20006. NATURE OF BUSINESS IS REGULATING BD. TITLE IS DISPUTE RESOLUTION ARBITRATOR. STARTED 06/19. 0 HRS/MO DEVOTED - 0 DURING TRADING. LISTENING TO FINRA DISPUTES AND RULES ON CASES. 4) Timberwolfe Estates HOA. Not Investment Related. At Reported Location. HOA. President. 4/2026. 2 Hrs/Mo, 0 During Trading Hours. Help Make Neighborhood Decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-26 |
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