Carson Skottowe Wannamaker

Employer firm

Forvis Mazars Wealth Advisors, LLC CRD 110905

$12.0B regulatory AUM 113 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2022
  Dixon Hughes Goodman Wealth Advisors Llc
  Asheville, NC
• 06/2022 → 05/2024
  Forvis Wealth Advisors Llc
  High Point, NC
• 06/2024 → Present
  Forvis Mazars Wealth Advisors Llc
  High Point, NC

Previous Registrations

• 2017-01-03 → 2022-08-24
  Dixon Hughes Goodman Wealth Advisors Llc
  High Point, NC
• 2014-08-18 → 2016-12-31
  Dixon Hughes Goodman Wealth Advisors Llc
  High Point, NC
• 2010-07-29 → 2014-08-20
  Invest Financial Corporation
  Greensboro, NC
  Greensboro, NC
  Oak Ridge, NC
  Greensboro, NC
  Summerfield, NC
  Greensboro, NC
  Oakridge, NC
• 2009-12-08 → 2009-12-23
  Morgan Keegan & Company, Llc
  Greensboro, NC
  Memphis, TN
• 2006-06-13 → 2008-04-10
  Bb&T Investment Services, Inc.
  Greensboro, NC
  Charlotte, NC
  Charlotte, NC

Other Businesses

1) CANTERBURY SCHOOL. NOT INVESTMENT RELATED. 5400 OLD LAKE JEANETTE RD, GREENSBORO, NC. PRIVATE SCHOOL (K-8TH GRADE). HEAD BASKETBALL COACH. START 10/01/11. 40 HPM/10 HPM DURING TRADING. MIDDLE SCHOOL BOYS VARSITY COACH. 2) CARSON S. WANNAMAKER, SOLE PROPRIETOR. NOT INVESTMENT RELATED. 4401 BAYLOR ST, GREENSBORO, NC. RENTAL PROPERTY. OWNER/LANDLORD. START 08/01/08. 1-2 HPM/0 HPM DURING TRADING. MAINTAIN PROPERTY. 3) GATE CITY INSURANCE SALES - NOT FIA'S, YES INVESTMENT RELATED, 328 EAST MARKET ST GREENSBORO NC 27401, AGENT, START DATE 5/1/2013, SELL FIXED INSURANCE PRODUCTS, FIVE HPM, FIVE HRS TRADING. 4) NAT GREENE KLWANIS CLUB OF GREENSBORO , NOT INVESTMENT-RELATED, 3625 NORTH ELM STREET SUITE 100-A GREENSBORO NC 27455, CHILDREN ORGANIZATION, PRESIDENT, START DATE 10/03/2013, 8-10 HRS MO, 0 HRS DURING SECURITIES TRADING, LEAD ORGANIZATION AND RUN MEETINGS. 5) DELTA OMEGA ALUMNI ADVISORY BOARD, NOT INVESTMENT-RELATED, HIGH POINT UNIVERSITY HIGH POINT NC 27202, FRATERNITY ADVISMENT, PRESIDENT, START DATE 11/01/2013, 1 HR MO, 0 DURING SECURITIES TRADING, ALUMNI ADVISORY BOARD. 6) GARNET & GOLD HOUSING CORPORATION BOARD, NOT INVESTMENT-RELATED, HIGH POINT UNIVERSITY HIGH POINT NC 27202, FRATERNITY COMMITTEE, BOARD MEMEBER, START DATE 11/01/2013, 1 HR MO, 0 DURING SECURITIES TRADING, HELP WITH CHAPTER ISSUES REGARDING THE FRATERNITY HOUSE. 7)HANDS FOR HEARTS 6211 BROOK SHADOW DR GREENSBORO NC 27410 FROM 7/10/2014 THROUGH PRESENT. NOT INVESTMENT RELATED, CHARITABLE ORGANIZATION TO RAISE FUNDS FOR CHILDREN WITH CHD

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-12
• S63 Uniform Securities Agent State Law Examination
  2003-02-11

Other Names

• Skotty Wannamaker
• Carson S Wannamaker