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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 |
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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 09/2008 | 12/2016 |
| Mosaic Family Wealth, Llc | St. Louis | MO | 01/2017 | 12/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2017 | 12/2019 |
| Mosaic Family Wealth Partners, Llc | St. Louis | MO | 01/2022 | Present |
1. VARIOUS UNIVERSITIES IN MISSOURI, NON-INVESTMENT RELATED, TEACHING UNDERGRADUATE AND GRADUATE STUDENTS, ADJUNCT INSTRUCTOR AT MULTNOMAH UNIVERSITY CENTRAL METHODIST UNIVERSITY AND GREENVILLE COLLEGE, START DATE 01/2016, 15 HOURS PER WEEK, 0 HOURS DURING TRADING HOURS. 2. LICENSED INSURANCE AGENT. NON INVESTMENT RELATED. 1401 BRENTWOOD BLVD SUITE 630 ST LOUIS, MO 63144. FINANCIAL SERVICES. RELATIONSHIP MANAGER. START 2/2017. 10 HOURS/MONTH, 10 DURING TRADING. SELL INSURANCE TO CLIENTS WHEN NEEDS ARISE. 3. Greenville University Board of Trustees-Not investment related-The Moneta Group, 100 S. Brentwood Blvd, Suite 500, Clayton, MO 63105-Endowment-David Side, Advisor-5/2019-10 hrs/mth-0 during trading hrs-I am a member on the Greenville University Board of Trustees. I only review the accounts and have no other control or access. 4.)Mr. Campo is a Board of Trustee Member for Seedbed, located in Franklin, TN. Mr. Campo spends approximately 10 hours per month in this capacity, none of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-26 |
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