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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-09 |
| IN | RA | APPROVED | 2015-09-25 |
Branch Locations
910 East St Louis St, Springfield, MO 65806 • United States
820 Massachusetts Ave. Suite 1370, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bkd Wealth Advisors, Llc | Indianapolis | IN | 09/2015 | 05/2022 |
| Forvis Wealth Advisors, Llc | Indianapolis | IN | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors, Llc | Indianapolis | IN | 06/2024 | Present |
Indiana National Guard Relief Fund Not investment related Indiana National Guard Relief Fund Tyndall Armory 711 North Pennsylvania Street Indianapolis, IN 46204 Foundation Treasurer/Secretary 2 hours per month, not during trading hours Serve as treasurer and on the investment committee.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-08 |
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