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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-08-12 |
| MO | RA | APPROVED | 2020-03-05 |
Branch Locations
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chesterfield | MO | 09/2014 | 01/2020 |
| Bank Of America, N.A. | Chesterfield | MO | 01/2015 | 01/2020 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 02/2020 | 12/2025 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-23 |
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