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.

Current firm

MONETA GROUP INVESTMENT ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 1, 2024

First registration

Mar 5, 2024

Dual registered

no

Other names

Trent Mason Grass

IAPD individual key

7714262

• Occurred

  Jan 27, 2026
  Advisor changed firm

  Trent M Grass left Raymond James & Associates, Inc. for Moneta Group Investment Advisors, Llc (registered 2026-02-13)

  Form ADVobserved 6 days ago
• Occurred

  Aug 22, 2024
  Advisor changed firm

  Trent M Grass left Cetera Investment Advisers Llc for Raymond James & Associates, Inc. (registered 2024-09-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7fb8fea4-a70a-8f53-5361-716a13a2f55c

First observed

Mar 5, 2024

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.