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Inactive

Raili Carter Daniel

Mosaic Wealth

St. Louis, MO

Greenwood Village, CO

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Current Employers
Mosaic Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-01-04
  • CO RA
    APPROVED
    Since 2022-01-04

Branch Locations

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

64Oo S. Fiddlers Green Circle Suite 1760, Greenwood Village, CO 80111 • 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, Llc Greenwood Village CO 08/2020 12/2021
University Of Denver Denver CO 09/2016 06/2020
Crestmoor Swim And Tennis Club Denver CO 05/2015 07/2017
Club Greenwood Greenwood Village CO 02/2016 08/2017
Student Englewood CO 08/2002 08/2016
Mosaic Family Wealth, Llc Greenwood Village CO 06/2018 08/2019
Mosaic Family Wealth Partners, Llc St. Louis MO 01/2022 Present
  • 08/2020 → 12/2021
    Mosaic Family Wealth, Llc
    Greenwood Village, CO
  • 09/2016 → 06/2020
    University Of Denver
    Denver, CO
  • 05/2015 → 07/2017
    Crestmoor Swim And Tennis Club
    Denver, CO
  • 02/2016 → 08/2017
    Club Greenwood
    Greenwood Village, CO
  • 08/2002 → 08/2016
    Student
    Englewood, CO
  • 06/2018 → 08/2019
    Mosaic Family Wealth, Llc
    Greenwood Village, CO
  • 01/2022 → Present
    Mosaic Family Wealth Partners, Llc
    St. Louis, MO
Previous Registrations
  • 2021-08-27 → 2022-01-03
    Mosaic Family Wealth, Llc
    Greenwood Village, CO
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-27
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27
Designations
Other Names
  • Raili Carter
  • Raili Marie Carter

View on SEC IAPD

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