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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-15 |
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 |
| Kpmg | Chicago | IL | 10/2020 | 05/2022 |
| Unemployed | Chicago | IL | 05/2020 | 10/2020 |
| Indiana University | Bloomington | IN | 08/2016 | 05/2020 |
| Kpmg | Chicago | IL | 06/2019 | 08/2019 |
| Forsyth Elementary School | St. Louis | MO | 06/2018 | 08/2018 |
| Bello's Bakery | St. Louis | MO | 06/2017 | 08/2017 |
| Kpmg | Chicago | IL | 05/2022 | 05/2025 |
| Kpmg | St. Louis | MO | 05/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-15 |
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