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Philip Richard Schwab

Moneta Group Investment Advisors, LLC

St. Louis, MO

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Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-08-13
MO RA APPROVED 2019-03-08
  • KS RA
    APPROVED
    Since 2020-08-13
  • MO RA
    APPROVED
    Since 2019-03-08

Branch Locations

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Saint Louis MO 07/2009 03/2019
Moneta Group Investment Advisors, Inc Clayton MO 03/2019 Present
  • 07/2009 → 03/2019
    Edward Jones
    Saint Louis, MO
  • 03/2019 → Present
    Moneta Group Investment Advisors, Inc
    Clayton, MO
Previous Registrations
  • 2009-08-12 → 2019-02-28
    Edward Jones
    St. Louis, MO
  • 2008-05-13 → 2009-04-02
    Natcity Investments, Inc.
    Webster Groves, MO
  • 2007-07-11 → 2008-04-10
    Edward Jones
    St Louis, MO
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-19
S63 Uniform Securities Agent State Law Examination 2006-08-11
  • S66 Uniform Combined State Law Examination
    2007-04-19
  • S63 Uniform Securities Agent State Law Examination
    2006-08-11
Other Names
  • Philip R Schwab
  • Philip Richard Schwab

View on SEC IAPD

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