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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-10 |
| MO | RA | APPROVED | 2026-06-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 07/2025 | Present |
| Applebees | Waterloo | IL | 05/2025 | 07/2025 |
| Mizzou Campus Dining | Columbia | MO | 01/2025 | 05/2025 |
| Adventure Club | Columbia | MO | 01/2025 | 05/2025 |
| Stifel | Waterloo | IL | 12/2024 | 01/2025 |
| Adventure Club | Columbia | MO | 08/2024 | 12/2024 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 06/2024 | 08/2024 |
| Applebees | Waterloo | IL | 05/2024 | 06/2024 |
| Hawaiian Bro's | Columbia | MO | 01/2024 | 05/2024 |
| Applebees | Waterloo | IL | 12/2023 | 01/2024 |
| Hawaiian Bros | Columbia | MO | 08/2023 | 12/2023 |
| Monroe County Ymca | Waterloo | IL | 05/2023 | 08/2023 |
| Applebees | Waterloo | IL | 07/2020 | 08/2023 |
| Waterloo High School | Waterloo | IL | 08/2018 | 05/2022 |
| Waterloo Junior High | Waterloo | IL | 08/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-09 |
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