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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-31 |
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 |
|---|---|---|---|---|
| Moneta Group Investment Advisors, Llc | Clayton | MO | 11/2020 | 11/2022 |
| Peabody Energy | St. Louis | MO | 09/2015 | 05/2017 |
| Stay At Home Mother | St. Louis | MO | 05/2017 | 11/2020 |
| Albright Wealth Management, Llc | Webster Groves | MO | 04/2024 | 10/2025 |
| Albright Financial Llc | Webster Groves | MO | 05/2023 | 04/2024 |
| Argent Capital Management Llc | Clayton | MO | 03/2022 | 05/2023 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 10/2025 | Present |
2024-Present: Swan Investment Properties, LLC/Not Investment Related/St Louis, MO/Privately held real estate entity for purpose of purchasing investment adviser's office property./Involves less than one percent time per month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-24 |
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