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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-27 |
| NC | RA | APPROVED | 2022-06-01 |
Branch Locations
910 East St Louis St, Springfield, MO 65806 • United States
4161 Piedmont Parkway Suite 310, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dixon Hughes Goodman Wealth Advisors Llc | Asheville | NC | 08/2014 | 05/2022 |
| Forvis Wealth Advisors Llc | High Point | NC | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | High Point | NC | 06/2024 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-11 |
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