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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
MO RA APPROVED 2022-08-23
  • MO RA
    APPROVED
    Since 2022-08-23

Branch Locations

100 S Brentwood Blvd, St. Louis, MO 63105 • United States

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
Purshe Kaplan Sterling Investments Albany NY 10/2015 08/2022
Mbm Wealth Consultants Chesterfield MO 10/2015 08/2022
Moneta Group Investment Advisors, Llc St. Louis MO 08/2022 Present
  • 10/2015 → 08/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 10/2015 → 08/2022
    Mbm Wealth Consultants
    Chesterfield, MO
  • 08/2022 → Present
    St. Louis, MO
Previous Registrations
Other Businesses

1) Server Hope, LLC. - Not Investment Related - 1202 Chavaniac Drive, Ballwin, MO 63011. Web services and media design and distribution. No Longer Active but LLC still exists, winding down. 10/2011 - 0 hours/month - No duties as of 12/2014, previously managed software development. 2) EI.BO - Not Investment Related - 4069 Botanical Ave. St. Louis, MO 63110. 501c3 Non-Profit - Improving Computer Programming opportunities in the Midwest. President; Board Member. 04/2014 - 10 hours/month, 0 during securities hours. Duties: Raise funds, connect with local educators, host camps, review and support existing opportunities in the community. 3) Laclede's LAN - Not investment related - www.lacledeslan.com - Hosting charitable computer gaming events in the Midwest - Business Development - 8/15/2004 - 8 hours/month, 0 during securities hours - This is a marketing component of EI.BO, networks with charities in St. Louis and I.T. professionals to grow events and improve the local benefit of our events. 4) Wings of Hope, Inc.(Board) - Not Investment Related - 18370 Wings of Hope Blvd, Chesterfield, MO 63005 - 501c3 Non-profit organization that helps the poor with sustainable programs for a more peaceful world - Member of the Board of Directors - 5/2019 - 6 hours/month, 0 during securities hours. Consult on the overall business of the non-profit organization, and ensure the officers are achieving the mission statement. 5) 7606 Gannon LLC (non-investment related) - 2450 Barrett Station Road St. Louis, MO 63021 - manage a single family rental property, Position/Title: Managing Member, Start Date: 1/11/2024 - Hrs/Month (total): 1-5 hrs - Hrs/month (trading hours): 0 hrs/month, Duties: maintain property, coordinate lease and tenant satisfaction, handle repair and general maintenance needs

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-24
S63 Uniform Securities Agent State Law Examination 2011-11-28
  • S65 Uniform Investment Adviser Law Examination
    2013-09-24
  • S63 Uniform Securities Agent State Law Examination
    2011-11-28

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