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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-05-23 |
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 |
|---|---|---|---|---|
| Gainsight | Town And Country | MO | 05/2016 | 04/2017 |
| Morgan Stanley | Clayton | MO | 04/2017 | 09/2022 |
| U.S. Bank | St. Louis | MO | 09/2022 | 05/2024 |
| U.S. Bancorp Investments, Inc. | St. Louis | MO | 11/2022 | 05/2024 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 05/2024 | 03/2026 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-27 |
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