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Reading the graph
Advisor at KRILOGY
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 |
|---|---|---|---|---|---|---|
| Krilogy | Independent wealth | Jun 10, 2025 | n/a | yes | ST. LOUIS, MO | Current employment |
| CLAYTON FINANCIAL GROUP, LLC | Independent wealth | Mar 7, 2018 | Jul 1, 2025 | no | ST. LOUIS, MO | Previous registration |
| MONETA GROUP INVESTMENT ADVISORS, LLC | Independent wealth | Dec 15, 2014 | Mar 2, 2018 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLAYTON FINANCIAL GROUP, LLC | Krilogy | Jul 1, 2025 | Jun 10, 2025 | -21 | Firm change | RIA to RIA |
| MONETA GROUP INVESTMENT ADVISORS, LLC | CLAYTON FINANCIAL GROUP, LLC | Mar 2, 2018 | Mar 7, 2018 | 5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 226729:149046:MO:2025-07-01 | Jul 1, 2025 | Jun 10, 2025 | ST LOUIS, MO | Firm change |