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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-10-13 |
| MO | RA | APPROVED | 2021-10-12 |
Branch Locations
1 North Brentwood Blvd, St. Louis, MO 63105 • United States
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 |
|---|---|---|---|---|
| Acropolis Investment Management | Chesterfield | MO | 05/2016 | 12/2019 |
| University Of Missouri St Louis | St Louis | MO | 01/2016 | 05/2016 |
| Moneta Group Investment Advisors, Llc | St Louis | MO | 10/2021 | 08/2023 |
| Asset Consulting Group | St. Louis | MO | 11/2020 | 09/2021 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 09/2023 | 09/2025 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 09/2025 | Present |
| Stifel Nicolaus & Co Inc | St. Louis | MO | 01/2020 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2016-07-06 |
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