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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-09-28 |
| MO | RA | APPROVED | 1996-06-26 |
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, Llc | Clayton | MO | 01/2005 | Present |
| Moneta Group Investment Advisors, Llc | Clayton | MO | 01/2005 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)FELLOWSHIP OF CHRISTIAN ATHLETES, 1355 N HIGHWAY DR., ST. LOUIS, MO 63026. TREASURER - BOARD OF DIRECTORS BEGAN IN 1998, DEVOTES LESS THAN 4 HOURS/MONTH NOT DURING TRADING HOURS. 3)BETHANY CHRISTIAN SERVICES, ST. LOUIS, MO. TREASURER - BOARD OF DIRECTORS BEGAN IN 1999, DEVOTES LESS THAN 2 HOURS/MONTH NOT DURING TRADING HOURS. 4) TAX STRATEGIES, LLC. 130 S. BEMISTON, ST. LOUIS, MO 63105. BEGAN IN 2001 AS A SHAREHOLDER, DEVOTES 0 HOURS DURING TRADING HOURS. 5)ARGENT CAPTIAL, 700 CORPORATE PARK DR., CLAYTON, MO 63105. BEGAN IN 1999 AS A SHAREHOLDER ONLY NO MGT. RESPONSIBILITIES. DEVOTES NO HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-17 |
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