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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
| MO | RA | APPROVED | 2024-07-02 |
| KS | RA | APPROVED | 2024-07-01 |
Branch Locations
8182 Maryland Avenue Suite 500, St Louis, MO 63105 • United States
190 Carondelet Plaza Suite 600, 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 | St. Louis | MO | 08/2016 | 04/2024 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 04/2024 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
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