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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-08-07 |
| MO | RA | APPROVED | 2018-02-02 |
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 |
|---|---|---|---|---|
| Plancorp, Llc | Saint Louis | MO | 01/2017 | 01/2018 |
| Plancorp, Llc | Saint Louis | MO | 08/2014 | 12/2016 |
| Moneta Group Investment Advisors, Llc | Clayton | MO | 01/2018 | Present |
The City of Olivette Pension Board of Trustees - Member as of 4/2016 Olivette City Hall 9473 Olive Blvd, Olivette, MO 63132 Yes, this business is investment-related. As a member, I act in a fiduciary capacity to review the city of Olivette pension to ensure the investments are in line with the Investment Policy Statement and are suitable for the employees that are invested in it. We meet on a quarterly basis and I am not compensated. Time devoted to this is less than 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-12 |
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