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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-07-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 11/2017 | 10/2019 |
| Jcpenney | Des Peres | MO | 02/2017 | 09/2017 |
| Unemployed | Belleville | IL | 01/2017 | 02/2017 |
| The Limited | Fairview Heights | IL | 11/2012 | 01/2017 |
| Ulta Beauty | Fairview Heights | IL | 04/2016 | 09/2016 |
| Jcpenney | Fairview Heights | IL | 10/2016 | 12/2016 |
| H&M | Fairview Heights | IL | 11/2019 | 04/2021 |
| Charles Schwab & Co., Inc. | Clayton | MO | 06/2020 | 05/2023 |
| Charles Schwab Bank, Ssb | Clayton | MO | 06/2020 | 05/2023 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-03 |
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