James Robert Steiner

Current Employers

Employment History

• 02/2015 → 12/2021
  Mosaic Family Wealth, Llc
  St. Louis, MO
• 02/2017 → 12/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2022 → Present
  Mosaic Family Wealth Partners, Llc
  St. Louis, MO

Previous Registrations

• 2015-02-20 → 2022-01-04
  Mosaic Family Wealth, Llc
  St. Louis, MO
• 2013-03-01 → 2015-03-09
  Morgan Stanley
  Chesterfield, MO

Other Businesses

1. SOLTECH HEALTH;EDEN PRARIE, MN, PASSIVE INVESTOR, 0 HRS PER MONTH, NOT INVESTMENT RELATED 2. HSM WEALTH; PASSIVE INVESTOR, 0 HRS PER MONTH, NOT INVESTMENT RELATED 3. LOCKERDOME LLC; PASSIVE INVESTOR, 0 HRS PER MONTH, NOT INVESTMENT RELATED 4. Cure Missouri - PPC Majority Group, LLC. Investment Related. 9216 Clayton Road, Suite 10, St. Louis, MO 63124. Medical Marijuana Business. Investor. 01/2020. 5 Hrs/ Mo; 1 During Trading Hours. Serving on Advisory Board of Company. Not Involved in Day to Day Duties. 5. JP-6, LLC. Not Investment Related. 6 McNight Lane, St. Louis, MD 63124. LLC. Owner. Start 11/2019. 0 hours per month. LLC was created for investment liability protection. 6. Lions Gate of Naples Inc. Not Investment Related. Naples, Florida. Board Member/Treasurer; Start 02/2023; 5 hours per month. Oversees financial operation.

Exams

• S66 Uniform Combined State Law Examination
  2013-02-28

Other Names

• Jim Robert Steiner