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500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-02 |
Branch Locations
710 Cromwell Drive Suite A, Greenville, NC 27858 • United States
500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dixon Hughes Wealth Advisors Llc | Greenville | NC | 05/2011 | 05/2022 |
| Forvis Wealth Advisors Llc | Greenville | NC | 06/2022 | 05/2024 |
| Axxcess Wealth Mangement, Llc | Greenville | NC | 01/2025 | 07/2026 |
| Forvis Mazars Wealth Advisors Llc | Greenville | NC | 06/2024 | 01/2025 |
| Vandalia Wealth Management Incorporated | Greenville | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-28 |
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