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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-03-14 |
| CO | RA | APPROVED | 2024-03-13 |
Branch Locations
2034 Pearl Street Suite 100, Boulder, CO 80302 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Boulder | CO | 07/2009 | 03/2024 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 03/2024 | Present |
2034 PEARL LLC, INV RELATED, BOULDER, CO, 11% OWNERSHIP, START 7/1/2014, ZERO HOURS PER MONTH, ZERO DURING TRADING, HOLDS REAL ESTATE FOR FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-22 |
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