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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-08 |
Branch Locations
2700 Post Oak Blvd Suite 1500, Houston, TX 77056 • United States
910 East St Louis St, Springfield, MO 65806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anti Defamation League | Houston | TX | 06/2015 | 05/2017 |
| Us Capital Advisors | Houston | TX | 01/2018 | 12/2020 |
| Unemployed | Houston | TX | 06/2017 | 01/2018 |
| Bkd Wealth Advisors | Houston | TX | 01/2021 | 05/2022 |
| Forvis Wealth Advisors, Llc | Houston | TX | 06/2022 | 05/2024 |
| Forvis Mazars Wealth Advisors Llc | Houston | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-18 |
| S65 | Uniform Investment Adviser Law Examination | 2009-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-20 |
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