Best Investors Account Sign in
Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-08-05
MO RA APPROVED 2019-03-05
  • KS RA
    APPROVED
    Since 2020-08-05
  • MO RA
    APPROVED
    Since 2019-03-05

Branch Locations

1900 Shawnee Mission Pkwy Suite 225, Mission Woods, KS 66205 • United States

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
Legacy Investment Partners Llc Leawood KS 06/2013 02/2019
Moneta Group Investment Advisors, Inc St. Louis MO 02/2019 06/2020
Moneta Group Investment Advisors, Llc St. Louis MO 07/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-02
  • S65 Uniform Investment Adviser Law Examination
    2013-07-02
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mission Woods, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor