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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-21 |
| MO | RA | APPROVED | 2026-08-21 |
Branch Locations
1900 Shawnee Mission Pkwy Suite 225, Mission Woods, KS 66205 • 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 |
|---|---|---|---|---|
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 06/2026 | Present |
| Palmer Square Capital Management | Mission Woods | KS | 05/2022 | 06/2026 |
| American Century Investments | Kansas City | MO | 03/2019 | 05/2022 |
| The Redwood Group | Mission | KS | 06/2018 | 03/2019 |
| Seaboard Corporation | Shawnee Mission | KS | 10/2016 | 05/2018 |
| Pricewaterhousecoopers | Kansas City | MO | 09/2014 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-21 |
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