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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-05 |
Branch Locations
100 South Brentwood Blvd, St. Louis, MO 63105 • 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 |
|---|---|---|---|---|
| Moneta Group Llc | Clayton | MO | 11/2014 | 01/2019 |
| Wells Fargo | St. Louis | MO | 05/2019 | 11/2021 |
| Stifel, Nicolaus & Company, Incorporated | St. Louis | MO | 11/2021 | 07/2026 |
| Unemployed | St. Louis | MO | 01/2019 | 05/2019 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-05 |
| S66 | Uniform Combined State Law Examination | 2006-10-23 |
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