Best Investors Account Sign in
Inactive

Joseph Michael Cella

Mosaic Wealth

St. Louis, MO

Greenwood Village, CO

Claim This Profile
Current Employers
Mosaic Wealth

1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-12-01
  • CO RA
    APPROVED
    Since 2023-12-01

Branch Locations

1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144 • United States

6400 S. Fiddlers Green Circle Suite 1760, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Funds San Antonio TX 03/2016 08/2018
American Funds Los Angeles TX 08/2018 01/2022
American Funds Los Angeles CA 01/2022 Present
Mosaic Family Wealth Partners, Llc Greenwood Willage CO 12/2023 Present
Capital Group Saint Louis MO 03/2016 11/2023
  • 03/2016 → 08/2018
    American Funds
    San Antonio, TX
  • 08/2018 → 01/2022
    American Funds
    Los Angeles, TX
  • 01/2022 → Present
    American Funds
    Los Angeles, CA
  • 12/2023 → Present
    Mosaic Family Wealth Partners, Llc
    Greenwood Willage, CO
  • 03/2016 → 11/2023
    Capital Group
    Saint Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-10
S63 Uniform Securities Agent State Law Examination 2012-09-05
  • S65 Uniform Investment Adviser Law Examination
    2016-08-10
  • S63 Uniform Securities Agent State Law Examination
    2012-09-05

View on SEC IAPD

Other Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC
FORTIFY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC

Other Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor