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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-12
VA RA APPROVED 2022-06-01
  • NC RA
    APPROVED
    Since 2024-01-12
  • VA RA
    APPROVED
    Since 2022-06-01

Branch Locations

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

1410 Spring Hill Road Suite 500, Tysons, VA 22102 • 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 Wealth Advisors High Point NC 12/2010 05/2022
Forvis Wealth Advisors Llc Tysons VA 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc Tysons VA 06/2024 Present
  • 12/2010 → 05/2022
    Dixon Hughes Wealth Advisors
    High Point, NC
  • 06/2022 → 05/2024
    Forvis Wealth Advisors Llc
    Tysons, VA
  • 06/2024 → Present
    Tysons, VA
Previous Registrations
  • 2017-01-03 → 2022-08-24
    Dixon Hughes Goodman Wealth Advisors Llc
    Tysons, VA
  • 2011-01-27 → 2016-12-31
    Dixon Hughes Goodman Wealth Advisors Llc
    High Point, NC
    Tysons, VA
Other Businesses

Additional income is rental income from rental home in Cudjoe Key, Florida.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-26
S63 Uniform Securities Agent State Law Examination 1998-04-06
  • S65 Uniform Investment Adviser Law Examination
    2011-01-26
  • S63 Uniform Securities Agent State Law Examination
    1998-04-06

View on SEC IAPD

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