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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-08-12 |
| MO | RA | APPROVED | 2010-08-10 |
Branch Locations
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneta Group Investment Advisors, Llc | Clayton | MO | 07/2016 | Present |
I am the sole owner of a rental property. It was purchased in 2003. My husband manages the property so my time investment is minimal; less than 1 hour per month. My duties include tenant management, property management, paying bills, etc. I use my home address for the "business address."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-16 |
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