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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-01-25 |
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 |
|---|---|---|---|---|
| Legacy Wealth Advisors | Town And Country | MO | 02/2016 | 12/2016 |
| Scottrade, Inc. | Des Peres | MO | 01/2017 | 02/2018 |
| Td Ameritrade, Inc. | St. Louis | MO | 02/2018 | 02/2020 |
| Charles Schwab & Co., Inc. | Chesterfield | MO | 03/2020 | 01/2022 |
| Charles Schwab Bank | Chesterfield | MO | 03/2020 | 01/2022 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 01/2022 | 06/2026 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-24 |
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