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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 2020-08-07
MO RA APPROVED 2018-11-29
  • KS RA
    APPROVED
    Since 2020-08-07
  • MO RA
    APPROVED
    Since 2018-11-29

Branch Locations

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, Inc Clayton MO 10/2018 01/2022
Unemployed Ballwlin MO 09/2017 09/2018
Kpmg, Llc St. Louis MO 12/2003 08/2017
Moneta Group Investment Advisors, Inc Clayton MO 01/2022 Present
  • 10/2018 → 01/2022
    Moneta Group Investment Advisors, Inc
    Clayton, MO
  • 09/2017 → 09/2018
    Unemployed
    Ballwlin, MO
  • 12/2003 → 08/2017
    Kpmg, Llc
    St. Louis, MO
  • 01/2022 → Present
    Moneta Group Investment Advisors, Inc
    Clayton, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-29
  • S65 Uniform Investment Adviser Law Examination
    2018-11-29
Other Names
  • Kim Feldmann
  • Kim Mueller

View on SEC IAPD

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