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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-08-13 |
| MO | RA | APPROVED | 2018-08-01 |
Branch Locations
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
1 North Brentwood Blvd, St. Louis, MO 63105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Creve Coeur | MO | 04/2008 | 06/2018 |
| Rfg Advisory | Creve Coeur | MO | 08/2014 | 06/2018 |
| Private Client Services | Creve Coeur | MO | 06/2018 | 06/2018 |
| Moneta Group Investment Advisors Llc | Clayton | MO | 07/2018 | 01/2022 |
| Moneta Group Investment Advisors, Llc | Clayton | MO | 01/2022 | Present |
1) 12/01/2011. SINGLE FAMILY RENTAL PROPERTY FLORISSANT, MO. OWNER. 2 HOURS/MO; 2 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-14 |
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