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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-12 |
| MO | RA | APPROVED | 2026-06-12 |
Branch Locations
1900 Shawnee Mission Pkwy Suite 225, Mission Woods, KS 66205 • 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 |
|---|---|---|---|---|
| Sabre | Southlake | TX | 05/2017 | 04/2018 |
| American Airlines | Fort Worth | TX | 04/2018 | 04/2023 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 05/2023 | 06/2026 |
| Niall Luxury Watches | Kansas City | MO | 05/2016 | 06/2017 |
| University Of Kansas | Lawrence | KS | 08/2013 | 05/2017 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 07/2026 | Present |
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