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Jonathan Glasgow Curtis

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 2020-08-12
MO RA APPROVED 2016-04-29
  • KS RA
    APPROVED
    Since 2020-08-12
  • MO RA
    APPROVED
    Since 2016-04-29

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 Llc Clayton MO 12/2014 Present
  • 12/2014 → Present
    Moneta Group Llc
    Clayton, MO
Other Businesses

INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-29
S63 Uniform Securities Agent State Law Examination 1997-06-11
  • S65 Uniform Investment Adviser Law Examination
    2016-04-29
  • S63 Uniform Securities Agent State Law Examination
    1997-06-11
Other Names
  • Jon Glasgow Curtis

View on SEC IAPD

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