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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-08-13 |
| MO | RA | APPROVED | 2019-05-10 |
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 |
|---|---|---|---|---|
| Smith, Moore & Co. | Jefferson City | MO | 01/2016 | 11/2018 |
| Bass Pro Shops | Columbia | MO | 02/2014 | 07/2021 |
| Moneta Group Investment Advisors, Inc | Clayton | MO | 12/2018 | 01/2023 |
| Moneta Group Investment Advisors, Inc | Clayton | MO | 01/2023 | 12/2023 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 01/2024 | Present |
Bass Pro Shops; Not Investment Related; 3101 Bass Pro Dr. Columbia MO; Outdoor/Sporting Goods Store; Sales Associate; February, 2014; 16-24 Hours/Month; O Hours During Securities Trading Hours; Assisting with Sales Mountain Lake Hunting & Fishing League PO Box 51190 St. Louis MO 63151; Investment Related; Board of Directors; Oversee club's investments; 0.5 hours/week; not during business hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
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