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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-01-01 |
Branch Locations
100 South Brentwood Blvd, St. Louis, MO 63105 • 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 | Clayton | MO | 09/2023 | Present |
| Kennedy Capital Management | Creve Coeur | MO | 04/2022 | 09/2023 |
| Carmax | St. Louis | MO | 08/2021 | 04/2022 |
| Home Depot | Arnold | MO | 03/2018 | 08/2021 |
| Windsor High School | Imperial | MO | 08/2013 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-28 |
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