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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-25 |
Branch Locations
Chesterfield, MO • United States
1401 S Brentwood Blvd Suite 300, Brentwood, MO 63144 • United States
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-06 |
Branch Locations
8027 Forsyth Blvd Suite 1010, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneta Group Investment Advisors, Llc | Clayton | MO | 04/2013 | 01/2019 |
| Jpmorgan Chase Bank Na | Clayton | MO | 01/2019 | 09/2025 |
| Jpmorgan Securities Llc | Clayton | MO | 01/2019 | 09/2025 |
| Ubs Financial Services Inc. | Clayton | MO | 10/2025 | 08/2026 |
| Mariner | Overland Park | KS | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-20 |
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