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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-05 |
| KS | RA | APPROVED | 2022-07-25 |
| MO | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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