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Georgios Timotheos Vanfleet

Moneta Group Investment Advisors, LLC

St. Louis, MO

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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 2024-08-30
  • MO RA
    APPROVED
    Since 2024-08-30

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
Charles Schwab St. Louis MO 07/2021 04/2024
Saint Louis University St. Louis MO 08/2019 06/2021
Butler University Indianapolis IN 08/2017 07/2019
Glenwood High Schoool Springfield IL 05/2013 07/2017
Moneta Group Investment Advisors, Llc St Louis MO 05/2024 05/2026
Moneta Group Investment Advisors, Llc St. Louis MO 05/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-30
S63 Uniform Securities Agent State Law Examination 2022-02-01
  • S65 Uniform Investment Adviser Law Examination
    2024-08-30
  • S63 Uniform Securities Agent State Law Examination
    2022-02-01
Other Names
  • Georgios T Van Fleet
  • Georgios T Van Fleet
  • Georgios Timotheos Van Fleet
  • Gio Vanfleet

View on SEC IAPD

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