DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michelle Kathleen Brown

Mosaic Wealthindependent RIASt. Louis, MoIA-onlyIAPD 4390011

Certified Financial Planner

Feed of 09/14/2026

Also filed as Missy Peacock

At current firm

4 y

since Jan 6, 2022

In the industry

25 y

since Aug 14, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Principalreportedmosaicwealth.comfirm site, Sep 15, 2026
Professional profile: mosaicwealth.com/who-we-are/missy-brownreportedmosaicwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Mosaic Wealth independent RIA current
since Jan 6, 2022 · St. Louis, Mo
Mosaic Family Wealth, LLC former
May 24, 2016 to Jan 4, 2022 · St. Louis, Mo
Morgan Stanley wirehouse
Jun 1, 2009 to Mar 5, 2015 · Chesterfield, Mo
Citigroup Global Markets Inc. BD affiliated
Apr 25, 2006 to Jun 1, 2009 · Chesterfield, Mo
A. G. Edwards & Sons, Inc. unclassified
Feb 16, 2006 to Apr 26, 2006 · Saint Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Mosaic Family Wealth, LLC to Mosaic Wealth
left Jan 4, 2022, registered Jan 6, 2022 (2 days) · RIA to a newly registered adviser · moved with a team
Morgan Stanley to Mosaic Family Wealth, LLC
left Mar 5, 2015, registered May 24, 2016 (446 days) · Other · moved with a team
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
A. G. Edwards & Sons, Inc. to Citigroup Global Markets Inc.
left Apr 26, 2006, registered Apr 25, 2006 (-1 days) · Other

Signals

Michelle Kathleen Brown left Mosaic Family Wealth, Llc for Mosaic Wealth (registered 2022-01-06)
Jan 4, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address