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William Patrick Akins

Moneta Group Investment Advisors, LLC

St. Louis, MO

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Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-08-06
MO RA APPROVED 2016-01-26
  • KS RA
    APPROVED
    Since 2020-08-06
  • MO RA
    APPROVED
    Since 2016-01-26

Branch Locations

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moneta Group Investment Advisors, Llc Clayton MO 01/2016 01/2022
Moneta Group Investment Advisors, Llc Clayton MO 01/2022 Present
Previous Registrations
  • 2014-02-27 → 2016-01-21
    Buckingham Strategic Wealth, Llc
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-25
S63 Uniform Securities Agent State Law Examination 2004-02-27
  • S65 Uniform Investment Adviser Law Examination
    2014-02-25
  • S63 Uniform Securities Agent State Law Examination
    2004-02-27
Designations

View on SEC IAPD

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