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Luke David Mckenzie

Moneta Group Investment Advisors, LLC

St. Louis, MO

St. Louis, MO

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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
MO RA APPROVED 2022-12-12
  • MO RA
    APPROVED
    Since 2022-12-12

Branch Locations

100 South Brentwood Blvd, St. Louis, MO 63105 • United States

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
Td Ameritrade St. Louis MO 03/2022 10/2022
Maxim Home Health Denver CO 01/2021 03/2022
Voyager Home Healthcare Colorado Springs CO 12/2020 05/2021
Accent Care Home Health Denver CO 08/2020 11/2020
Rn Services Ballwin MO 06/2019 07/2020
Barnes Jewish Hospital St. Louis MO 05/2017 08/2019
Saint Louis University St. Louis MO 08/2014 05/2018
Moneta Group Investment Advisors, Llc St. Louis MO 10/2022 Present
  • 03/2022 → 10/2022
    Td Ameritrade
    St. Louis, MO
  • 01/2021 → 03/2022
    Maxim Home Health
    Denver, CO
  • 12/2020 → 05/2021
    Voyager Home Healthcare
    Colorado Springs, CO
  • 08/2020 → 11/2020
    Accent Care Home Health
    Denver, CO
  • 06/2019 → 07/2020
    Rn Services
    Ballwin, MO
  • 05/2017 → 08/2019
    Barnes Jewish Hospital
    St. Louis, MO
  • 08/2014 → 05/2018
    Saint Louis University
    St. Louis, MO
  • 10/2022 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-12
S63 Uniform Securities Agent State Law Examination 2022-07-28
  • S65 Uniform Investment Adviser Law Examination
    2022-12-12
  • S63 Uniform Securities Agent State Law Examination
    2022-07-28

View on SEC IAPD

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