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106 W. Madison Avenue Suite 240, St. Louis, MO 63122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-20 |
| MO | RA | APPROVED | 2018-07-16 |
Branch Locations
106 W. Madison Avenue Suite 240, St. Louis, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosaic Family Wealth, Llc | St. Louis | MO | 08/2016 | 04/2018 |
| Fortify Wealth, Inc. | St. Louis | MO | 06/2018 | Present |
Owner of "Preacher's Kid", a non-investment related hunting craft business located in St. Louis, MO, since 2023. Activity represents approximately 10 hours per month outside of normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-10 |
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