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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-08-06 |
| MO | RA | APPROVED | 2010-10-08 |
Branch Locations
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
1 North Brentwood Blvd, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneta Group Investment Advisors, Inc | Clayton | MO | 07/2016 | 12/2016 |
| Moneta Group Investment Advisors, Llc | Clayton | MO | 01/2017 | Present |
ACCOUNTING SERVICES 15 ALGONQUIN WOOD ST. LOUIS, MO 63122 POISTION/TITLE: ACCOUNTANT START DATE: 10/01/2010 APPROXIMATELY 6-10 HOURS PER MONTH DURING TRADING HOURS AND 1-5 HOURS PER MONTH DURING NON TRADING HOURS DUTIES: ACCOUNTANT FOR A CONSTRUCTION COMPANY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-07 |
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