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Dollie Beddingfield Halford

Forvis Mazars Wealth Advisors, LLC

Asheville, NC

Springfield, MO

Hendersonville, NC

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Current Employers
Forvis Mazars Wealth Advisors, Llc

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

Current Registrations

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

Branch Locations

One Oak Plaza Suite 300, Asheville, NC 28806 • United States

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

1620 Asheville Highway Suite 100, Hendersonville, NC 28791 • 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 Llc Asheville NC 06/2008 05/2022
Forvis Wealth Advisors Llc Hendersonville NC 06/2022 05/2024
Forvis Mazars Wealth Advisors Llc Hendersonville NC 06/2024 Present
  • 06/2008 → 05/2022
    Dixon Hughes Wealth Advisors Llc
    Asheville, NC
  • 06/2022 → 05/2024
    Forvis Wealth Advisors Llc
    Hendersonville, NC
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors Llc
    Hendersonville, NC
Previous Registrations
  • 2017-01-03 → 2022-08-24
    Dixon Hughes Goodman Wealth Advisors Llc
    Hendersonville, NC
  • 2007-11-30 → 2016-12-31
    Dixon Hughes Goodman Wealth Advisors Llc
    Asheville, NC
  • 2006-07-20 → 2007-11-14
    Uvest Financial Services Group, Inc.
    Hendersonville, NC
    Hendersonville, NC
Other Businesses

VICE PRESIDENT OF NC APPLE FESTIVAL. DEVOTE 1-2 HOURS AND EARN NO COMPENSATION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-18
S63 Uniform Securities Agent State Law Examination 2005-01-21
  • S65 Uniform Investment Adviser Law Examination
    2006-07-18
  • S63 Uniform Securities Agent State Law Examination
    2005-01-21
Designations
Other Names
  • Dollie Ann Beddingfield
  • Dollie Beddingfield Smith
  • Dollie Beddingfield Smith-Feldmeth

View on SEC IAPD

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Other Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN
SANDRA K NEWBERRY
JONATHAN TRAVIS PAYNE
CHRISTINA LEIGH SIMPSON
KATHLEEN CARROLL KING
AMBER DAWN MCCLEEREY

Other Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
EDWARD JONES · ASHEVILLE, NC
LPL FINANCIAL LLC · ASHEVILLE, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Asheville, NC

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