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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
IL RA APPROVED 2025-11-05
KS RA APPROVED 2022-07-25
MO RA APPROVED 2022-07-22
  • IL RA
    APPROVED
    Since 2025-11-05
  • KS RA
    APPROVED
    Since 2022-07-25
  • MO RA
    APPROVED
    Since 2022-07-22

Branch Locations

10 S. Wacker Dr Suite 2975, Chicago, IL 60606 • 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
Ernst & Young, Llp Kansas City MO 07/2017 11/2019
Ernst & Young, Llp Dallas TX 09/2016 07/2017
Creative Planning, Inc. Overland Park KS 12/2019 05/2022
Moneta Group Investment Advisors, Llc St. Louis MO 06/2022 12/2023
Moneta Group Investment Advisors, Llc St. Louis MO 01/2024 Present
Previous Registrations
Designations

View on SEC IAPD

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