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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-05 |
| MO | RA | APPROVED | 2026-06-05 |
Branch Locations
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
5251 Dtc Parkway Ste 420, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneta Group Investment Advisors, Llc | Denver | CO | 05/2026 | Present |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 03/2021 | 01/2023 |
| Innovest Portfolio Solutions | Denver | CO | 08/2020 | 03/2021 |
| Beyer Landscape | Lakewood | CO | 05/2020 | 08/2020 |
| Snooze | Lone Tree | CO | 09/2019 | 12/2019 |
| Hacienda Colorado | Denver | CO | 11/2018 | 01/2019 |
| Valley Country Club | Aurora | CO | 05/2015 | 08/2019 |
| University Of Colorado | Boulder | CO | 05/2016 | 12/2018 |
| Regis University | Denver | CO | 01/2018 | 12/2020 |
| Innovest Portfolio Solutions | Denver | CO | 01/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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