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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-08-13 |
| MO | RA | APPROVED | 2020-02-28 |
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 Advisors, Llc | St. Louis | MO | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 11/2016 | 09/2018 |
| Correct Capital Wealth Management, Llc | Clayton | MO | 09/2018 | 02/2020 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 02/2020 | 11/2020 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 11/2020 | Present |
1) POWER OF ATTORNEY FOR MOTHER; INVESTMENT RELATED; ST. PETERS, MO; START DATE 1/2013; 0 HRS PER MONTH. 2) INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; HOURS VARY DEFINED BY NEED; SERVICE CLIENTS OF CORRECT CAPITAL WITH INSURANCE NEEDS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-08 |
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