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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-07 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Clayton | MO | 08/2017 | 05/2026 |
| Nrl Mortgage | Saint Louis | MO | 01/2016 | 07/2017 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 05/2026 | Present |
UNITED WAY, NON- INV RELATED, 910 N 11TH STREET, ST. LOUIS, MO 63101, REGIONAL INVESTMENT COMMITTEE MEMBER/BOARD OF DIRECTORS, START 1/1/2024, 4 HOURS PER MONTH, 2 HOURS DURING TRADING, ALLOCATING MONEY THROUGHT GRANT APPLICATION PROCESS. JOY PETALERS, BOARD PRESIDENT AND TREASURER, 320 WEST THORNTON SUITE B, ROCK HILL, MO 63119, NON-INVESTMENT RELATED, START 12/1/2025, 4 HOURS PER MONTH, 0 HOURS DURING TRADING, STRATEGIC PLANNING, GENERAL FINANCIAL REPORTING TO THE BOARD, ORGANIZATIONAL OVERSIGHT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-10 |
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