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Robert Michael Potter

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 2024-05-17
  • MO RA
    APPROVED
    Since 2024-05-17

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
Promotional Consultants Inc Chesterfield MO 05/2018 07/2018
Student Saint Louis MO 01/2014 12/2023
Mosaic Family Wealth Saint Louis MO 05/2022 01/2023
Mosaic Family Wealth Saint Louis MO 01/2023 01/2024
Mosaic Family Wealth Saint Louis MO 01/2024 Present
  • 05/2018 → 07/2018
    Promotional Consultants Inc
    Chesterfield, MO
  • 01/2014 → 12/2023
    Student
    Saint Louis, MO
  • 05/2022 → 01/2023
    Mosaic Family Wealth
    Saint Louis, MO
  • 01/2023 → 01/2024
    Mosaic Family Wealth
    Saint Louis, MO
  • 01/2024 → Present
    Mosaic Family Wealth
    Saint Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-16
  • S65 Uniform Investment Adviser Law Examination
    2024-05-16

View on SEC IAPD

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