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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-09-09 |
Branch Locations
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 | 07/2024 | Present |
| Marcum Llp | San Francisco | CA | 11/2021 | 06/2024 |
| Rubinbrown Llp | St. Louis | MO | 08/2018 | 10/2021 |
| St. Louis University | St. Louis | MO | 08/2017 | 05/2018 |
| Unemployed | St. Louis | MO | 06/2018 | 07/2018 |
| Spring Hill College | Mobile | AL | 08/2013 | 05/2017 |
I started my own accounting company to perform basis accounting and tax services for individuals and small businesses. The name of the business is Conner Daley CPA LLC. The business is not investment related. I run this business from my home and in my free time on weeknights and weekends. I currently do not have any clients and do not perform any of this work during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
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