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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 2020-08-07
MO RA APPROVED 2017-03-08
  • KS RA
    APPROVED
    Since 2020-08-07
  • MO RA
    APPROVED
    Since 2017-03-08

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
Buckingham Asset Management, Llc Clayton MO 06/2014 03/2017
Moneta Group Investment Advisors, Llc Clayton MO 03/2017 03/2021
Moneta Group Investment Advisors, Llc St. Louis MO 03/2021 Present
Previous Registrations
  • 2014-09-05 → 2017-03-02
    Buckingham Strategic Wealth, Llc
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-23
  • S65 Uniform Investment Adviser Law Examination
    2014-08-23
Designations

View on SEC IAPD

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