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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-28 |
| MO | RA | APPROVED | 2024-05-24 |
Branch Locations
200 Columbine Suite 220, Denver, CO 80206 • 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 |
|---|---|---|---|---|
| Citibank, N.A / Citigroup Global Markets, Inc. | Denver | CO | 01/2016 | 03/2024 |
| Moneta Group Investment Advisors, Llc | Denver | CO | 05/2024 | Present |
The Mile High Duck Club; Not Investment-related; Nature: Recreational duck and goose hunting club; Brighton, CO / Denver, CO; Started: 4/1/2023; Title: Director; Duties: Member of board of directors (voluntary position) to help run the hunting operations of the club, manage and conserve the club property for recreational purposes. ; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-09 |
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