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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-11-20 |
Branch Locations
100 South Brentwood Blvd, St. Louis, MO 63105 • United States
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 |
|---|---|---|---|---|
| Southern Illinois University | Carbondale | IL | 08/2013 | 12/2016 |
| Siu Credit Union | Carbondale | IL | 05/2016 | 12/2016 |
| Sleep Inn & Suites | Saint Peters | MO | 12/2016 | 01/2017 |
| Neighbors Credit Union | Florissant | MO | 01/2017 | 05/2017 |
| Panera Bread Company | Florissant | MO | 03/2017 | 05/2017 |
| Scottrade | Saint Louis | MO | 06/2017 | 03/2018 |
| Td Ameritrade, Inc. | St Louis | MO | 02/2018 | 07/2018 |
| Wells Fargo Clearing Services Llc | St Louis | MO | 07/2018 | 09/2023 |
| Victoria Secret | St. Louis | MO | 09/2017 | 12/2017 |
| Moneta Group Investment Advisors, Llc | Clayton | MO | 09/2023 | Present |
MAGGIE'S STATIONERY SHOP LLC; NOT INVESTMENT RELATED; ST. LOUIS, MO; START 2/7/2022; 20 HOURS PER MONTH; ZERO HOURS DURING TRADING; ONLINE STATIONERY STORE MAKING CARDS FOR SPECIAL OCCASIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-12 |
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