Best Investors Account Sign in
Inactive

Oliver Farrell Cragan

Moneta Group Investment Advisors, LLC

St. Louis, MO

Worcester, MA

Claim This Profile
Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-02-24
MA RA APPROVED 2021-02-23
MO RA APPROVED 2021-02-18
  • KS RA
    APPROVED
    Since 2021-02-24
  • MA RA
    APPROVED
    Since 2021-02-23
  • MO RA
    APPROVED
    Since 2021-02-18

Branch Locations

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

1 Mercantile, Suite 750, Worcester, MA 01608 • 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
Wells Fargo Advisors, Llc Worcester MA 10/2013 11/2016
Wells Fargo Clearing Services, Llc Worcester MA 11/2016 09/2019
The Berry Group Worcester MA 09/2019 02/2021
Moneta Group Investment Advisors, Llc St. Louis MO 02/2021 Present
Previous Registrations
  • 2020-02-07 → 2021-02-12
    The Berry Group
    Worcester, MA
  • 2019-10-18 → 2019-12-31
    The Berry Group
    Worcester, MA
  • 2015-03-03 → 2019-09-18
    Wells Fargo Clearing Services, Llc
    Worcester, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-02
  • S66 Uniform Combined State Law Examination
    2015-03-02
Designations

View on SEC IAPD

Other Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC
FORTIFY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC

Other Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor