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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-13 |
| AR | RA | APPROVED | 2025-01-09 |
| CA | RA | APPROVED | 2025-01-09 |
| OK | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED | 2024-01-03 |
Branch Locations
910 East St Louis St, Springfield, MO 65806 • United States
2700 Post Oak Blvd Suite 1500, Houston, TX 77056 • United States
205 W. Maple Avenue Suite 200, Enid, OK 73701 • United States
211 N. Robinson Avenue Suite 600, Oklahoma City, OK 73102 • United States
110 N. Elgin Avenue Suite 400, Tulsa, OK 74120 • United States
8200 W. Interstate 10 Suite 900, San Antonio, TX 78230 • United States
14221 Dallas Parkway Suite 400, Dallas, TX 75254 • United States
999 E Playa Del Norte Drive Suite 410, Tempe, AZ 85288 • United States
1875 Century Park East Suite 850, Los Angeles, CA 90067 • United States
111 Center Street Suite 1600, Little Rock, AR 72201 • United States
1715 Aaron Brenner Drive Suite 701, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bkd Wealth Advisors | Houston | TX | 07/2016 | 05/2022 |
| Forvis Wealth Advisors, Llc | Houston | TX | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | Dallas | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-21 |
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