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Advisor at VISIONARY WEALTH ADVISORS, LLC
ST. LOUIS, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VISIONARY WEALTH ADVISORS, LLC | Independent wealth | Mar 28, 2019 | n/a | yes | ST. LOUIS, MO | Current employment |
| STERLING CAPITAL MANAGEMENT | Former SEC adviser | Dec 1, 2005 | Mar 28, 2019 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STERLING CAPITAL MANAGEMENT | VISIONARY WEALTH ADVISORS, LLC | Mar 28, 2019 | Mar 28, 2019 | 0 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105793:169610:MO:2019-03-28 | Mar 28, 2019 | Mar 28, 2019 | ST LOUIS, MO | Firm change |