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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
MO RA APPROVED 2026-04-10
  • MO RA
    APPROVED
    Since 2026-04-10

Branch Locations

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

100 S Brentwood Blvd, 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
Stifel Saint Louis MO 08/2022 03/2026
Buckingham Wealth Partners Clayton MO 10/2019 08/2022
Edward Jones Saint Louis MO 05/2019 08/2019
Shaffer & Associates Columbia MO 02/2018 04/2019
Enterprise Holdings Saint Louis MO 05/2017 08/2017
University Of Missouri - Columbia Columbia MO 08/2015 05/2019
Moneta Group Investment Advisors, Llc St. Louis MO 03/2026 Present
  • 08/2022 → 03/2026
    Stifel
    Saint Louis, MO
  • 10/2019 → 08/2022
    Buckingham Wealth Partners
    Clayton, MO
  • 05/2019 → 08/2019
    Edward Jones
    Saint Louis, MO
  • 02/2018 → 04/2019
    Shaffer & Associates
    Columbia, MO
  • 05/2017 → 08/2017
    Enterprise Holdings
    Saint Louis, MO
  • 08/2015 → 05/2019
    University Of Missouri - Columbia
    Columbia, MO
  • 03/2026 → Present
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-29
  • S66 Uniform Combined State Law Examination
    2023-06-29
Designations
Other Names
  • Pat Higgins

View on SEC IAPD

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