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Current Employers
Mosaic Wealth Consultants, Inc.

731 Ray Bluff Rd, Millington, TN 38053 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-11-21
TX RA APPROVED_RES 2022-10-25
  • TN RA
    APPROVED
    Since 2022-11-21
  • TX RA
    APPROVED_RES
    Since 2022-10-25

Branch Locations

731 Ray Bluff Rd, Millington, TN 38053 • 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
H&R Block Memphis TN 12/2009 Present
Tssaa, Pavo, Usav Memphis TN 08/2009 Present
Radian Partners Memphis TN 01/2013 12/2016
Fsc Securities Corporation Memphis TN 05/2013 01/2017
Calton & Associates, Inc. Roland AR 01/2017 10/2021
Coastal Equities, Inc. Wilmington DE 10/2021 06/2022
Coastal Investment Advisors, Inc. Wilmington DE 11/2021 06/2022
Stacy Barrom Sole Proprietor Millington TN 04/2015 Present
Mosaic Wealth Consultants, Inc. Germantown TN 07/2022 Present
Fsc Securities Corporation Memphis TN 07/2013 01/2017
Mosaic Wealth Consultants, Inc. Millington TN 10/2022 Present
Mosaic Insurance Group, Inc. Millington TN 10/2023 Present
  • 12/2009 → Present
    H&R Block
    Memphis, TN
  • 08/2009 → Present
    Tssaa, Pavo, Usav
    Memphis, TN
  • 01/2013 → 12/2016
    Radian Partners
    Memphis, TN
  • 05/2013 → 01/2017
    Fsc Securities Corporation
    Memphis, TN
  • 01/2017 → 10/2021
    Roland, AR
  • 10/2021 → 06/2022
    Coastal Equities, Inc.
    Wilmington, DE
  • 11/2021 → 06/2022
    Coastal Investment Advisors, Inc.
    Wilmington, DE
  • 04/2015 → Present
    Stacy Barrom Sole Proprietor
    Millington, TN
  • 07/2022 → Present
    Germantown, TN
  • 07/2013 → 01/2017
    Fsc Securities Corporation
    Memphis, TN
  • 10/2022 → Present
    Millington, TN
  • 10/2023 → Present
    Mosaic Insurance Group, Inc.
    Millington, TN
Previous Registrations
Other Businesses

1)Independent Insurance Agent, investment related, Germantown, TN; sales of insurance products, 11/2019, general insurance sales; 15 hrs per month all during normal trading hours. 2) Volleyball Coach / Referee, not investment related, sporadic/seasonal contract labor, Coach or Referee,2020-11-03,15 hours per month,0 hours per month during trading hours, Hourly Compensation, coaching volleyball for a local club (teen/pre-teen age girls) and periodically I may be called to referee volleyball matches. 3) Stacy Barrom Sole Proprietor; Tax Consultant; Non-Investment Related; Germantown, TN; 12/2015; 5% of time spent on activity outside of trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-17
  • S66 Uniform Combined State Law Examination
    2013-04-17
Designations
Other Names
  • Stacey Barrom

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