Best Investors Account Sign in
Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-08
MO RA APPROVED 2025-01-07
  • CO RA
    APPROVED
    Since 2025-01-08
  • MO RA
    APPROVED
    Since 2025-01-07

Branch Locations

2034 Pearl Street Suite 100, Boulder, CO 80302 • 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
Charles Schwab & Co., Inc. Campbell CA 06/2019 12/2024
Vikings Locker Room Store Eagan MN 07/2018 05/2019
Prior Lake Youth Athletics Prior Lake MN 06/2018 05/2019
University Of Minnesota - Saint Paul Gym Saint Paul MN 06/2017 08/2017
University Of Minnesota Minneapolis MN 08/2016 05/2019
Charles Schwab Bank, Ssb Campbell CA 11/2020 12/2024
Moneta Group Investment Advisors, Llc Boulder CO 12/2024 12/2025
Moneta Group Investment Advisors, Llc St. Louis MO 01/2026 Present
  • 06/2019 → 12/2024
    Campbell, CA
  • 07/2018 → 05/2019
    Vikings Locker Room Store
    Eagan, MN
  • 06/2018 → 05/2019
    Prior Lake Youth Athletics
    Prior Lake, MN
  • 06/2017 → 08/2017
    University Of Minnesota - Saint Paul Gym
    Saint Paul, MN
  • 08/2016 → 05/2019
    University Of Minnesota
    Minneapolis, MN
  • 11/2020 → 12/2024
    Charles Schwab Bank, Ssb
    Campbell, CA
  • 12/2024 → 12/2025
    Boulder, CO
  • 01/2026 → Present
    St. Louis, MO
Previous Registrations
  • 2019-12-09 → 2025-01-02
    Campbell, CA
    Westlake, TX
    Fort Worth, TX
    Campbell, CA
    Campbell, CA
    Campbell, CA
Other Businesses

1) Dauntless Financial |Investment Related: No|5384 Dunraven Circle, Golden, CO, 80403, USA|Family Trust Services|Family Member/Employee|5/13/2024|Less than 20 hour/month - 0 during trading hours|This is a family owned and operated company by my father. It is set up so that he may provide services (record keeping & trust filings). I have no active role in the company or participation - but my father has listed me as an employee should anything happen to him. no financial guidance or investment related service or work at all provided by me.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2019-12-09
Other Names
  • Evan Jonah King

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boulder, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor