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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 2025-05-05
MO RA APPROVED 2025-05-05
  • IL RA
    APPROVED
    Since 2025-05-05
  • MO RA
    APPROVED
    Since 2025-05-05

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
Gannett Inc. Indianapolis IN 05/2016 10/2016
Bank Of America Private Bank Chicago IL 10/2016 03/2022
Parkside Financial Bank & Trust St. Louis MO 03/2022 04/2025
Moneta Group Investment Advisors, Llc St. Louis MO 04/2025 Present
  • 05/2016 → 10/2016
    Gannett Inc.
    Indianapolis, IN
  • 10/2016 → 03/2022
    Bank Of America Private Bank
    Chicago, IL
  • 03/2022 → 04/2025
    Parkside Financial Bank & Trust
    St. Louis, MO
  • 04/2025 → Present
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-05
  • S65 Uniform Investment Adviser Law Examination
    2025-05-05

View on SEC IAPD

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