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Advisor at MERAMEC FINANCIAL PLANNERS, LLC
CLAYTON, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERAMEC FINANCIAL PLANNERS, LLC | Independent wealth | Mar 20, 2025 | n/a | yes | CLAYTON, MO | Current employment |
| CLAYTON FINANCIAL GROUP, LLC | Independent wealth | Sep 1, 2016 | Jul 1, 2025 | no | ST. LOUIS, MO | Previous registration |
| MONETA GROUP INVESTMENT ADVISORS, LLC | Independent wealth | Jul 27, 2004 | Aug 31, 2016 | no | CHESTERFIELD, MO|ST. LOUIS, MO | Previous registration |
| EDWARD JONES | National bd RIA | Feb 11, 1999 | Jun 2, 2004 | no | FRONTENAC, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLAYTON FINANCIAL GROUP, LLC | MERAMEC FINANCIAL PLANNERS, LLC | Jul 1, 2025 | Mar 20, 2025 | -103 | Firm change after gap | RIA to new firm |
| MONETA GROUP INVESTMENT ADVISORS, LLC | CLAYTON FINANCIAL GROUP, LLC | Aug 31, 2016 | Sep 1, 2016 | 1 | Firm change | Other |
| EDWARD JONES | MONETA GROUP INVESTMENT ADVISORS, LLC | Jun 2, 2004 | Jul 27, 2004 | 55 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 226729:335112:MO:2025-07-01 | Jul 1, 2025 | Mar 20, 2025 | ST LOUIS, MO | Firm change after gap |
| 104727:226729:MO:2016-08-31 | Aug 31, 2016 | Sep 1, 2016 | ST LOUIS, MO | Firm change |