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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-07-11 |
Branch Locations
1 North 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 |
|---|---|---|---|---|
| Tdameritrade | Saint Louis | MO | 12/2017 | 08/2020 |
| K-Force | Saint Louis | MO | 02/2016 | 12/2016 |
| Aerotek | Saint Louis | MO | 12/2016 | 12/2017 |
| Randstad | St. Louis | MO | 11/2020 | 09/2021 |
| Wells Fargo Clearing Services | St. Louis | MO | 04/2021 | 09/2021 |
| Mitchell Humphrey & Company | St. Louis | MO | 08/2020 | 11/2020 |
| Stifel Nicolaus & Co Inc | St. Louis | MO | 09/2021 | 05/2025 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 05/2025 | Present |
1. Rental Property; 6021 Fyler, St Louis, MO 63139; Rental; Owner; 11/19/2021; 5 Hours per Month; Not During Securities Trading Hours; Investment-Related. 2. Wild Oak Investments LLC; 6041 Mardel, St Louis, MO 63109; Manage income from outside business related activity that's not related to security industry; Co- Owner; Manage business activity; 11/13/2023; 5 Hours per Quarter; Not during securities trading hours; Investment-Related. 3. Hawktops LLC; 6041 Mardel Ave St. Louis MO 63109; Etsy with no reference to my profession. Selling local events apparel; co-owner; 03/08/2024; 3.00hrs/week; Not during securities trading hours; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-03 |
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