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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 |
| CO | RA | APPROVED | 2019-09-17 |
| MO | RA | APPROVED | 2019-09-17 |
Branch Locations
200 Columbine Street, Suite 220, Denver, CO 80206 • United States
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 |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 07/2015 | 05/2017 |
| Personal Capital | Denver | CO | 06/2017 | 02/2019 |
| The Wealth Conservancy, Inc. | Boulder | CO | 03/2019 | 09/2019 |
| Barkpak Llc | Denver | CO | 05/2018 | 01/2020 |
| Moneta Group Investment Advisors, Llc | Clayton | MO | 09/2019 | 09/2022 |
| Moneta Group Investments Advisors, Llc | St. Louis | MO | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-17 |
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