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James F Pieper

Belmont Private Wealth

Wentzville, MO

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Current Employers
Belmont Private Wealth

Wentzville, MO • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-06-28
NC RA APPROVED 2024-06-28
  • MO RA
    APPROVED
    Since 2024-06-28
  • NC RA
    APPROVED
    Since 2024-06-28

Branch Locations

Wentzville, MO • 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
Krilogy Financial St. Louis MO 04/2021 Present
Moneta Group St. Louis MO 11/2018 04/2021
Swiss Re Lenexa KS 01/2018 11/2018
Tradebot Systems Kansas City MO 06/2017 10/2017
University Of Mo Kc Kansas City MO 06/2016 06/2017
Belmont Private Wealth Llc St. Charles MO 02/2024 Present
  • 04/2021 → Present
    Krilogy Financial
    St. Louis, MO
  • 11/2018 → 04/2021
    Moneta Group
    St. Louis, MO
  • 01/2018 → 11/2018
    Swiss Re
    Lenexa, KS
  • 06/2017 → 10/2017
    Tradebot Systems
    Kansas City, MO
  • 06/2016 → 06/2017
    University Of Mo Kc
    Kansas City, MO
  • 02/2024 → Present
    Belmont Private Wealth Llc
    St. Charles, MO
Previous Registrations
  • 2022-01-04 → 2024-08-08
    Krilogy
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-17
  • S65 Uniform Investment Adviser Law Examination
    2021-12-17
Designations
Other Names
  • James Pieper

View on SEC IAPD

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