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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 | 2022-01-06 |
| TX | RA | APPROVED | 2022-01-06 |
Branch Locations
1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2015 | 12/2019 |
| Mosaic Family Wealth, Llc | St Louis | MO | 02/2015 | 12/2021 |
| Mosaic Family Wealth Partners, Llc | St. Louis | MO | 01/2022 | Present |
1. HSM WEALTH PARTNERS LLC; ST LOUIS, MO; PERSONAL INVESTMENT IN START UP FIRM INVESTING IN VENTURE CAPITAL FUNDS (TECHNOLOGY AND LIFE SCIENCES); PASSIVE INVESTOR; NO TIME SPENT DURING AND AFTER BUSINESS; 11/2013 2. FIXED INSURANCE, NOT INVESTMENT RELATED, SERVICING AGENT ON FIXED INSURANCE POLICIES. ANSWER QUESTIONS ON POLICIES WE ARE BROKE OF RECORD ON. NEW BUSINESS IS NOT ACTIVELY SOLICITED. 0 HRS/MONTH. 3. Fellowship of Christian Athletes Board of Directors. Not Investment Related. 1400 South Highway Drive, Fenton, MO 63099. Non Profit. Board of Directors Member. 01/2018. 2 Hrs/Mo; 0 During Trading Hours. Participate in Fundraising to Support Organization Activities. 4. Greater St. Louis Fellowship of Christian Athletes; Not Investment Related; 1400 S. Highway Dr, Fenton, MO. 63099; Charitable Organization; 1st Vice President; 01/01/2022; 10 hours per month; Leadership of Board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-23 |
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