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Current Employers
Forvis Mazars Wealth Advisors, Llc

910 East St Louis St, Springfield, MO 65806 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-27
NC RA APPROVED 2022-06-01
  • TX RA
    APPROVED_RES
    Since 2022-06-27
  • NC RA
    APPROVED
    Since 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

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

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