Inactive

Yan-Jung Liu

Moneta Group Investment Advisors, LLC

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Current Employers

Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2024-12-18

MO RA
APPROVED

Since 2024-12-18

Branch Locations

100 South Brentwood Blvd, St. Louis, MO 63105 • 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

Organization	City	State	From	To
Felicitas Investors Llc	Los Angeles	CA	06/2015	05/2018
Unemployed	Los Angeles	CA	05/2018	07/2020
Unemployed	Chesterfield	MO	07/2020	11/2021
Felicitas Global Partners	Pasadena	CA	11/2021	06/2024
Moneta Group Investment Advisors, Llc	St. Louis	MO	11/2024	Present
Unemployed	Chesterfield	MO	07/2024	10/2024

06/2015 → 05/2018

Felicitas Investors Llc

Los Angeles, CA
05/2018 → 07/2020

Unemployed

Los Angeles, CA
07/2020 → 11/2021

Unemployed

Chesterfield, MO
11/2021 → 06/2024

Felicitas Global Partners

Pasadena, CA
11/2024 → Present

Moneta Group Investment Advisors, Llc

St. Louis, MO
07/2024 → 10/2024

Unemployed

Chesterfield, MO

Previous Registrations

2015-12-11 → 2018-05-29

Felicitas Investors Llc

Los Angeles, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-27

S65 Uniform Investment Adviser Law Examination

2025-02-27

Designations

Other Names

Tina Liu

View on SEC IAPD

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