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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-08-13 |
| MO | RA | APPROVED | 2021-08-11 |
Branch Locations
100 South Brentwood Blvd, St. Louis, MO 63105 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Saint Louis | MO | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Saint Louis | MO | 11/2016 | 12/2018 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 12/2018 | 08/2021 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 08/2021 | 08/2023 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 09/2023 | 09/2025 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-26 |
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