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Bethany Anne Lepage

Mosaic Wealth

St. Louis, MO

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Current Employers
Mosaic Wealth

1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-06-14
  • MO RA
    APPROVED
    Since 2023-06-14

Branch Locations

1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144 • 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
Mosaic Family Wealth St. Louis MO 04/2015 05/2017
Washington University In St. Louis St.LOuis MO 05/2017 07/2019
J Walsh Insurance Saint Peters MO 07/2019 08/2021
Mosaic Family Wealth Partners, Llc St. Louis MO 08/2021 Present
  • 04/2015 → 05/2017
    Mosaic Family Wealth
    St. Louis, MO
  • 05/2017 → 07/2019
    Washington University In St. Louis
    St.LOuis, MO
  • 07/2019 → 08/2021
    J Walsh Insurance
    Saint Peters, MO
  • 08/2021 → Present
    Mosaic Family Wealth Partners, Llc
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-01
S63 Uniform Securities Agent State Law Examination 2008-12-15
  • S65 Uniform Investment Adviser Law Examination
    2023-06-01
  • S63 Uniform Securities Agent State Law Examination
    2008-12-15
Other Names
  • Bethany Anne Patterson
  • Bethany Anne Lepage

View on SEC IAPD

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