DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MONETA GROUP INVESTMENT ADVISORS, LLC
St. Louis, MO | ST. LOUIS, 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 |
|---|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS, LLC | Independent wealth | Jul 28, 2026 | n/a | yes | St. Louis, MO|ST. LOUIS, MO | Current employment |
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Jul 25, 2024 | Jul 27, 2026 | no | CLAYTON, MO|ST. LOUIS, MO | Previous registration |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Nov 2, 2017 | Jun 28, 2024 | no | ST LOUIS, MO | Previous registration |
| FOCUS ADVISOR SOLUTIONS, LLC | Independent wealth | Nov 2, 2017 | Jul 27, 2026 | no | ST. LOUIS, MO | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 27, 2011 | Oct 4, 2017 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOCUS ADVISOR SOLUTIONS, LLC | FOCUS PARTNERS WEALTH, LLC | Jul 27, 2026 | Jul 25, 2024 | -732 | Channel change | RIA to RIA |
| FOCUS PARTNERS WEALTH, LLC | MONETA GROUP INVESTMENT ADVISORS, LLC | Jul 27, 2026 | Jul 28, 2026 | 1 | Firm change | RIA to RIA |
| BUCKINGHAM STRATEGIC WEALTH, LLC | FOCUS ADVISOR SOLUTIONS, LLC | Jun 28, 2024 | Nov 2, 2017 | -2,430 | Firm change after gap | Other |
| SECURIAN FINANCIAL SERVICES, INC. | BUCKINGHAM STRATEGIC WEALTH, LLC | Oct 4, 2017 | Nov 2, 2017 | 29 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143323:143319:MO:2024-06-28 | Jun 28, 2024 | Nov 2, 2017 | ST LOUIS, MO | Firm change after gap |