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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
CO RA APPROVED 2024-02-22
MO RA APPROVED 2024-02-22
  • CO RA
    APPROVED
    Since 2024-02-22
  • MO RA
    APPROVED
    Since 2024-02-22

Branch Locations

200 Columbine Suite 220, Denver, CO 80206 • 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
Ratio Wealth Group, Llc Denver CO 11/2017 02/2024
Graham Gerlach Denver CO 07/2013 11/2017
Moneta Group Investment Advisors, Llc Denver CO 02/2024 Present
Previous Registrations
  • 2019-12-04 → 2024-02-20
    Ratio Wealth Group Llc
    Denver, CO
    Denver, CO
    Denver, CO
  • 2012-01-12 → 2013-07-15
    Lnw
    Seattle, WA
Designations
Other Names
  • Lauren Sinead Dolezal

View on SEC IAPD

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