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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 2024-05-23
  • MO RA
    APPROVED
    Since 2024-05-23

Branch Locations

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
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
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-27
  • S66 Uniform Combined State Law Examination
    2012-12-27
Designations

View on SEC IAPD

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