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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 | 2022-01-04 |
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 |
|---|---|---|---|---|
| Lindenwood University | St. Charles | MO | 08/2015 | 12/2016 |
| Lindenwood University | St. Charles | MO | 01/2017 | 06/2017 |
| Pure Sweat Basketball | St. Charles | MO | 02/2015 | 06/2017 |
| Allstate Insurance Company | Chesterfield | MO | 06/2017 | 02/2018 |
| Mosaic Family Wealth, Llc | St. Louis | MO | 02/2018 | 12/2021 |
| Mosaic Family Wealth Partners, Llc | St. Louis | MO | 01/2022 | Present |
1. Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month 2. Speiro; Investment-Related; Washington DC, DC; Public Charity; Board Member; 3/2/2023; 10 hours per month; Asset management and assistance with compliance and finance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-19 |
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