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Advisor at MONETA GROUP INVESTMENT ADVISORS, LLC
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 11, 2019 | n/a | yes | ST. LOUIS, MO | Current employment |
| MORGAN STANLEY | Wirehouse | Jan 11, 2019 | Jul 10, 2019 | no | Clayton, MO | Previous registration |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | National bd RIA | Nov 25, 2013 | May 3, 2018 | no | ST. LOUIS, MO | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 4, 2013 | Nov 26, 2013 | no | CLAYTON, MO | Previous registration |
| EDWARD JONES | National bd RIA | Oct 3, 2011 | Feb 5, 2013 | no | Maryland Heights, MO|Maryland Heights, MO|LADUE, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | MONETA GROUP INVESTMENT ADVISORS, LLC | Jul 10, 2019 | Jul 11, 2019 | 1 | Firm change | Wirehouse to RIA |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | MORGAN STANLEY | May 3, 2018 | Jan 11, 2019 | 253 | Firm change | Ibd to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | STIFEL, NICOLAUS & COMPANY, INCORPORATED | Nov 26, 2013 | Nov 25, 2013 | -1 | Firm change | Wirehouse to ibd |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Feb 5, 2013 | Feb 4, 2013 | -1 | Firm change | Ibd to wirehouse |