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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-10 |
Branch Locations
100 South Brentwood Blvd, St. Louis, MO 63105 • 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 |
|---|---|---|---|---|
| Bishop Union High School | Bishop | CA | 08/2013 | 06/2017 |
| The Bishop Jewelers | Bishop | CA | 05/2015 | 01/2020 |
| Honduras Child Alliance | Philadelphia | PA | 05/2020 | 10/2020 |
| Perry's Italian Cafe | Bishop | CA | 04/2017 | 08/2019 |
| University Of Redlands Fitness Center | Redlands | CA | 09/2017 | 04/2020 |
| University Of Redlands Department Of Economics | Redlands | CA | 09/2020 | 04/2021 |
| The Jaspen Corporation | Bishop | CA | 12/2020 | 05/2021 |
| University Of Redlands | Redlands | CA | 09/2017 | 04/2021 |
| Fidelity Investments | Salt Lake City | UT | 06/2021 | 12/2024 |
| Employment Development Department | Bishop | CA | 05/2020 | 11/2020 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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