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1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-01-30 |
Branch Locations
1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 06/2020 | 01/2023 |
| Mosaic Family Wealth Llc | St. Louis | MO | 05/2019 | 08/2019 |
| Mosaic Family Wealth Llc | St. Louis | MO | 05/2018 | 08/2018 |
| Samford University | Birmingham | AL | 08/2016 | 05/2020 |
| Mosaic Family Wealth Partners, Llc | Brentwood | MO | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-09 |
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