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Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-07-14
MO RA APPROVED 2021-07-14
  • KS RA
    APPROVED
    Since 2021-07-14
  • MO RA
    APPROVED
    Since 2021-07-14

Branch Locations

1900 Shawnee Mission Parkway, Suite 225, Mission Woods, KS 66205 • United States

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moneta Group Investment Advisors, Llc St. Louis MO 08/2020 06/2021
Kpmg Llp Kansas City MO 09/2015 07/2020
Moneta Group Investment Advisors, Llc St. Louis MO 07/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-14
  • S65 Uniform Investment Adviser Law Examination
    2021-07-14
Designations
Other Names
  • Margaret Carmody
  • Margie Glenn
  • Margaret Mary Carmody

View on SEC IAPD

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